Tutorial #1: Entering A Single Lead
One of the first things you’ll want to do after installing SI Lead Manager – Beta 5 is to put some leads into the system. One of the two ways to do this is by manually entering in each lead. Here are the steps you need to follow in order to do this…
- Navigate to the Leads area by clicking the menu item.
- Create a new List (you can skip this step if list already exists)
- Create a new Lead
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