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How to create a lead manually in REsimpli
How to create a lead manually in REsimpli

Lead, Leads

Danielle Daniel avatar
Written by Danielle Daniel
Updated over a week ago
  1. Go to the left sidebar menu. Click Leads β†’ Active Leads.

  2. Click Add Lead in the upper right. A new window will open.

  3. Fill out the information. Click Add Lead.

  4. Go to the Task and Appts section. Click Add Task to add a specific task. Fill out the information. Click the Create Task button. A new task will be displayed in the Task and Appts section.

    Note: Some tasks are Global Tasks that are automatically assigned by the system.

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