Adding a New Lead is very simple to do and all that is required is a first and last name of the client. If you do not have their full name, you can use a fake name and then change it later on.
When you want to add a Lead, head to the same page used when Adding a Client.
Adding a Lead
When you want to save the new lead, when adding the information, set the client stratus to "New Lead", shown below. You can find out more about the other statuses on the Adding a Client page.The image blow shows the form you fill in when adding a New Lead or New Client.Here you can add as much information as you want or have about this new lead. When the "New Lead" is pressed at the bottom of the page, it will add the individual as a new lead even if you forgot to change the status to "New Lead" as shown above. Find out how to convert this lead in to a client Here.
