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Create New Leads

How to Create New Leads in Your Sales Pipeline

Csilla Fehér image Written by Csilla Fehér
Back to articles Csilla Fehér image Written by Csilla Fehér

Adding New Leads in Stages

If you want to add a specific lead to a specific stage, click on the

  • +New Lead button, or the + sign after the name of each Stage at the top of the column. 

  • the + sign above or below a specific lead

  • or the + sign after the name of each Stage at the top of the column.

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