How to Create a Lead in AgentRoof CRM

Follow these steps to add a new lead to AgentRoof CRM. 
 Steps 
 
 Log in to AgentRoof CRM using your assigned credentials. 
 From the left-hand navigation menu, click CRM . 
 On the CRM page, click the + button located in the Leads row to create a new lead. 
 In the pop-up window, enter the lead's Full Name . 
 Provide atleast one contact method for the lead by entering a Phone Number , an Email Address , or both. 
 Select the appropriate Lead Source from the available options. 
 If the required source is not available, click the + button next to the Source field and create a new source. 
 Click Save to create the lead. 
 
 Result 
 The newly created lead will be displayed on the CRM page and is ready for follow-up and management. 
 You have successfully created a lead in AgentRoof CRM.