1. After successfully logging into the system, you will be directed to the DASHBOARD page.
2. From the left navigation menu, click on CRM to expand its options.
3. Click on CLIENTS from the expanded CRM options.
4. Click on LEADS from the expanded clients options.
5. Look for a button labeled “Add New” (the specific location of this button is in the upper right corner).
6. Fill out all the necessary information in the form that appears.
7.Once all required fields are filled in, click the Save button to create the new lead.