This article explains how you can manually create a lead within the Leads tab. You may want to do this when a lead comes to you via a source other than email or the Portal.
1. Open the Leads tab
On the Home tab, click the Leads button. This will open the Leads tab.
2. New Lead
Once the Leads tab has opened, in the Action bar click the New Lead button.
A new entry will be created and the Lead sidepanel will now open. The Enquiry type will be set to manual
3. Enter Details
You can now proceed to enter details about this Lead. When you are finished, click Save & Close.
Don't forget to set a Status and a Reminder to follow up this Lead.
