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Find the insights and best practices about our product.
Getting Started
Login & Change Password
Access the User Guide
Access the Onboarding Hub
End Users
Dashboard
Report Builder
Lead
Add new lead
Edit lead
Delete lead
Convert lead
Opportunity
Assign owner for an opportunity
Email
Connect email
Home
End Users
Lead
Add new lead
Add new lead
This is how to add a new lead.
Go to the
Lead
module and click
Add Lead
to create a new record;
Fill in the information, then click
Save
to complete.
