Add a New Lead
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Written by Team Arbox
Updated over a week ago
  1. Click on the

    dashboard page and then click on “create”

  2. Click on “Leads” in the sidebar and then click on “Add Lead”

  3. Next, fill in all of the relevant information, add notes in necessary and then click save


More Information on the fields to fill in:

  • Status - this is where the lead is in the sales process

  • Source - where the lead first heard about you

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