A sales lead is a person or business who may eventually become a client. Sales lead also refers to the data that identifies an entity as a potential buyer of a product or service. Businesses gain access to sales leads through advertising, trade shows, direct mailings, third parties, and other marketing efforts.
How do I add a lead
- Login as Editor, Administrator, or System Administrator
- Navigate to Leads
- Select the Leads
- Click on Add Lead button
- Complete mandatory fields
- Select 'Save' button
