How do I add a lead to CRM?

Modified on Wed, 3 May, 2023 at 2:37 PM

Adding a Lead on Softbase Evolution CRM.




1. Click "CRM"


Screenshot of: Click "CRM"


2. Click "Leads"


Screenshot of: Click "Leads"


3. Click "Lead"


Screenshot of: Click "Lead"


4. Enter in your information click "Save".


Screenshot of: Enter in your information click "Save".



Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article