Creating a Lead Manually
If you want to create a Lead from complete scratch (if you get a referral, for example), you might want to use Manual Lead Entry. This video shows you how to do that.
Articles in this section
- Mobile App: How to Log In
- Mobile App: SPOTIO Permissions
- Mobile App: How to Use your Profile Menu, Sync Status, and Get Help
- Mobile App: How to Use Your Mobile Dashboard
- Mobile App: How to Add a Lead by Tapping on the Map
- Mobile App: How to Update a Lead
- Mobile App: How to Add a Note to a Lead
- Mobile App: How to Add a Photo to a Lead
- Mobie App: How to Log an Activity or Add an Appointment
- Mobile App: How to Change Layer Views on the Mobile App
Comments
Please sign in to leave a comment.