1
Go to the Login Page
Account Required
Please make sure to contact your IT department before starting this tutorial
2
Click Login button
Title
Description
Click Log in button
3
Select "New Contact"
After you log in, select the "New Contact" in the left menu
4
Creating Contact form
Proceed with filling in the form with
1) Name
2) Email
3) Company name
5
Adding Notes
Additional funcionality
The following steps show how to add Notes, and Tasks.
Scroll down to learn how to add a Lead
Scroll down to learn how to add a Lead
Click "Note" button to add a new note
5.1
Add text
IMPORTANT
Notes are visible to all of your teammates.
Fill in the notes.
6
Adding a task
Click the "Task"
6.1
Add Task details
1) Task name
2) Due date
3) Task description
7
Confirm the new contact
Click "Create contact" to confirm the new account creation
8
Adding a new Lead
Continue with creating a new lead
9
Creating the sales lead
Move user to a corresponding Sales status
9.1
Add Optional notes
9.2
Finish creating a sales lead
