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Create a lead

  • Updated
  1. Click the ‘Illustrations’ tab in the menu bar.
  2. Click ‘Create Lead’ and select the company you want it to be linked to.
  3. Enter the details required for the lead.
  4. Click ‘Save’ to store these details on the system.
  5. If you want this lead to progress to a consultation, click ‘Progress to Consultation’.
  6. If you progress this lead, follow the helpfile 'Create a consultation' (Start at Step 2).