Create a lead

1. From the company list, click ‘Onboarding’ on the left-hand side to display the options.
2. Click ‘Illustrations’ on the left-hand side.
3. Click ‘New’ and select ‘Lead’ from the drop-down.
4. Click the radio button alongside the company name, and click ‘Next’.
5. Enter the relevant details; mandatory details are marked by an asterisk, and click ‘Next’.
6. Select the agency and click ‘Next’.
7. If needed, add any additional information in the ‘Notes’ and click ‘Next’.
8. Click ‘Save’.

Note: Once saved, this will take you into the lead details for the individual. To progress this lead, follow the ‘Progress to Consultation’.