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How to add a new lead

This how-to guide provides step-by-step instructions for adding a new lead in your system, including entering contact details and organization information.

victoriaworkflowsvictoriaworkflows
·18 steps·64 views·Published

This how-to guide provides step-by-step instructions for adding a new lead in your system, including entering contact details and organization information. Follow these simple actions to efficiently manage your leads and enhance your outreach efforts.

Step-by-step Guide18 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click Add new lead

    Click Add new lead
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  3. Click on "Click here."

    Click on "Click here."
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  4. Click Add 'Sarah Baker' as new contact

    Click Add 'Sarah Baker' as new contact
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  5. Type "Sarah Baker" in Downshift 0 input

  6. Click on "Click here."

    Click on "Click here."
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  7. Click Add 'SBS Events' as new organization

    Click Add 'SBS Events' as new organization
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  8. Type "SBS Events" in Downshift 1 input

  9. Click open menu

    Click open menu
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  10. Click Messaging Inbox

    Click Messaging Inbox
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  11. Click High

    Click High
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  12. Click on "Click here."

    Click on "Click here."
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  13. Type "+15554448524"

  14. Click on "Click here."

    Click on "Click here."
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  15. Type "sarahbaker@sampleemail.com"

  16. Click on "Click here."

    Click on "Click here."
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  17. Click day-22

    Click day-22
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  18. Click Save

    Click Save
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