Creating a Lead

There are three areas where a lead can be created. The lead can be created from the leads tab, from the contact level or from the account level. 


1. Select leads on the left panel. Once within the lead category, you will see a "Create Lead" button in the top right corner. 



2. Select contacts on the left panel, click on the contact you wish to create the lead for. Once within the contact, in the top right corner you will see "Create". Please click on create then select lead.



3. Select Accounts on the left panel, click on the account you wish to create the lead for. Once within the account, in the top right corner you will see "Create". Please click on create then select lead. 


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