How to Manually Add a Lead in REsimpli
Step 1: Use the Add Button
Click the Add button in the upper-right corner, then select Add Lead.
Step 2: Add a Lead from the Active Leads Page
Go to the Active Leads page and click Add Lead in the upper-right corner.
Step 3: Fill Out the Lead Information
Enter the lead details in the form provided.
Step 4: Save the Lead
Click Add Lead to create the lead in REsimpli.
Step 5: Contact Support if Needed
Reach out to REsimpli support if you need help creating or managing leads.