Lead to CRM

Master Adding Leads to Your CRM

Adding leads to your CRM is one of the most important steps in building a strong sales pipeline. Without accurate lead entry, opportunities may slip through the cracks, follow-ups get delayed, and revenue suffers. To make the process simple and flexible, you can add leads in multiple ways: directly from Lists, the Leads module, or Campaigns. For more detailed control, you can also create accounts, contacts, opportunities, and tasks manually inside the CRM. This guide walks you through each meth