2.5.2. How to Quickly Create Leads?

Using this method, you can directly create the leads from any page. Now follow the given guide to learn how to use quick create control to create a new lead.

 

  • Sign-in to the TDS CRM using your username and password.
  • You will notice the Quick Create box at the left of the second line of the header.
  • Click the drop-down list and select New Lead.
  • It will display the dialog box of Quick Create.
  • Give the information about First Name, Assigned to, Phone, Last Name and Email.
  • Click the Save button.
  • This will create the lead and take you to the Edit page where you can edit details, add
  • more details and perform other actions.