Lead management- Add lead

The process of manually creating leads plays a crucial role in efficiently managing your client base. This guide is here to provide you with a step-by-step walkthrough of adding leads to your system manually, ensuring accuracy and orderly lead management.

To manually create a lead:

1. Navigate to the side navigation and select "Lead Manager."

2. Click on the create lead button to create a new lead.

3. Click on "Add New" button to add the lead manually.

4. This action will direct you to a page where you can input all necessary information about the lead.

5. You also have the option to upload a photo of the lead. Click on this option if needed.

6. After providing all the required information, click on "Create Lead."

7. Once you've clicked "Create Lead," the lead will be created and saved in the Lead Master grid table.