Last Revised: 25 Aug 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
Add a New Lead directly to Veloxity CRM from the Main Menu.
- On the Main Menu, at the top of the Screen, click Leads.
- Click + Add Leads.
- Enter or copy selected text into the Lead fields.
- Click Add Lead.
You are looking at a screenshot demonstrating how to Add a Lead from the Main Menu:
Figure 1. Adding a Lead from the Main Menu.