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. Follow the steps below or watch this short video! 

Select leads on the left panel then click the pink Create Lead button located in the upper-right hand corner. 

Easily create a Contact, Lead, or Account by clicking the + sign in the upper-right hand corner. This can be accessed from anywhere within Social Tables Sales and Catering.