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Lead List - Manually Adding a Lead
Lead List - Manually Adding a Lead

The Add Lead button allows you to manually add a lead within the Lead List screen

Chris Arenas avatar
Written by Chris Arenas
Updated over a week ago

Using the "Add" button in the main menu of the Lead List screen allows you to create a lead manually. This is also a great way to submit a test lead without leaving the program.

By clicking the "Add" button, the system will generate a popup window allowing you to enter the data for an individual lead. Required fields are denoted and must be completed. In the lower left-hand corner is the "Schedule for Delivery" button. The system will process the lead for automated delivery by toggling this button. The lead data will be saved and processed when hitting the Save button.

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