Adding New Leads

Follow

Adding a new lead to the Hub is easier than ever! 

Start by clicking the “Add New User” button. 

A---Add-New-User_copy.png

Then, select “Lead” on the top left of the Add New User page.

Fill out their profile information. It’s a good idea to add in as much information as you can, but the only required fields are: 

 

  • First Name
  • Last Name
  • Status Tag

 

Click “Add Lead” to see their profile!

M---Add-Lead_copy.png

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Powered by Zendesk