1. From CRM module, click Leads. Leads screen will appear.

Image 1 - Leads

2. Click New toolbar button. Create New Entity screen will appear.

3. Provide Lead details then click Find Duplicates button. Duplicate Entities screen will appear, click Add button to proceed.

4. Once entity screen appears, provide the required fields.

5. To add Lead Source, go to Lead tab.

6. Select from Source drop down (user can add Lead Source by clicking the Source hyperlink)

7. Click Save button to create Lead.

 

 

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