How can I create a new lead?

You can create a new lead directly within the "Sales Pipeline".

Create a New Lead

  1. Run Pipeliner and click the "Pipeline" icon.
  2. In the lower left-hand corner of the application click on the "New Lead" button and Pipeliner will create a brand new lead for you.
  3. Configure your lead according to your preferences and click "Save".

Note: The new lead will be placed on the first position in your "Leads" stage.

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