Add a lead

Who can do this: Team members with access to CRM Pipeline
Where to find it: Apps › CRM Pipeline › Add Lead

Add a lead to track a potential client or sale.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select CRM Pipeline.
2. Select Add Lead.
3. Choose the Contact (required) and add a Title.
4. Pick the Service and the Stage (required), and enter the Value.
5. Choose the Assigned Staff and the lead Source. Status is Active by default.
6. Add a note if needed, then save.

Result

The lead appears in its stage on the board.