How do I add a lead to CRM?

Modified on Wed, 3 May, 2023 at 2:37 PM

Adding a Lead on Softbase Evolution CRM.

1. Click "CRM"

Screenshot of: Click "CRM"

2. Click "Leads"

Screenshot of: Click "Leads"

3. Click "Lead"

Screenshot of: Click "Lead"

4. Enter in your information click "Save".

Screenshot of: Enter in your information click "Save".