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Creating a lead from My CRM

As well as using the New button to create a new lead, you can also create new leads from the Leads tab in My CRM.

Click the Leads tab and click New Lead. The new lead is assigned to you by default, but you can assign it to another user.
Fill in the lead details and click Save.

See Also:

Sage CRM user assistance PDFs Sage CRM guides	Product information Version 7.3 Copyright © 2014
Sage CRM videos Sage CRM tutorial videos More videos	Company information Sage CRM 3096 Lake Drive Citywest Business Park Citywest Dublin 24 +353 1 618 7803 http://sagecrm.com
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