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Classic - How To: Manually Create a Lead

Classic - How To: Manually Create a Lead

Owned by Rebecca Kornblum
May 03, 2024

Step-by-Step Guide

  1. Open inFlow.

  2. Open the Find Prospects & Create New Leads panel on the left side of the screen.

  3. Complete the fields. The following fields are required to create a lead:

    • Campaign

    • First Name

    • Last Name

    • Home Phone

  4. Click Create Lead.

  5. The newly-created lead appears on the right side of the screen in the Application panel.

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