Create a Lead
To create new leads in Intaker.
Transcript
How to Create a Lead:
At the top of your leads page, you will see a button that says, “create a lead.” When you select it, a prompt will appear to enter first name, last name, and email address or phone number. Remember to hit save!
Caution:
At least one of the fields of first name, last name, or contact info is required. If you do not enter a name, the contact info (email address or phone number) will get saved as the name.
