To add a new lead:
- On the side menu, click + New Lead.
- Type the following Contact Information:
- First Name
- Last Name
- (Optional) Phone
- Type the Business Information:
- Company Name
- (Optional) Products Sold / Services Provided
- (Optional) Comments
- Enter the Referral Information:
- Type the name of the Referring Representative.
- (Optional) Type the Referring Rep Email.
- (Optional) Type the Referring Rep ID.
- From the drop-down menu, select your Partner Group.
- Click SUBMIT LEAD.
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