This article outlines a series of steps to do the following:
- Steps to create a Lead
- Go to the Ecosystem module and select the Relationship in which you would like to create a Lead.
- Once the Dashboard page loads, click on the Marketing tab within the selected Relationship on the sub-navigation as shown in the screenshot below.
- On the Campaigns page click on Leads on the sub-navigation under Marketing.
- Click on the Add Lead(s) button on the top right corner of the screen as shown in the screenshot below. This will navigate you to the "Add Lead" page.
- Enter the details in the Overview Section and the Basic Details and Additional details (if any).
Note: Please note the mandatory fields required denoted by * - Click on Save. You will be navigated to the Leads page and you will see the details of the newly added Lead.
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