Creating a New Lead on the Mobile App
Leads on the mobile app can be created in several ways. One way to create a new lead is to click on the “Plus” sign and tap on the “Lead” option.
On the new page you have an option to choose the existing client from the "Client" list to create a new lead for or create a new client by clicking on the “New Client” button.
The rest of the “Create Lead” fields are the same as on the web.
Another way to add a lead is to navigate to the client’s page you would like to create a new lead for, click on the button on the bottom right side of the screen and tap on the “New Lead” option to start building the new lead.
On the new page you have an option to choose the existing client from the "Client" list to create a new lead for or create a new client by clicking on the “New Client” button.
The rest of the “Create Lead” fields are the same as on the web.
Another way to add a lead is to navigate to the client’s page you would like to create a new lead for, click on the button on the bottom right side of the screen and tap on the “New Lead” option to start building the new lead.
Updated on: 19/12/2022