Create New Lead
  • Navigate to leads view from the main menu on the left side and click on the button new lead.
  • You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open on whatever page you are inside
  • If you mark the lead public will be visible to all staff members otherwise will be visible to the assigned staff member and admins.
  • Leads can create all  staff members, staff members that are not admins will be able to see the leads on the following cases :
    •         If lead is created from the staff member itself.
      • If lead is marked is public.
      • If lead is not created from staff member but this staff member is assigned to this lead.