Create New Lead

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Create New Lead

Information

KB: MSI Knowledgebase • Category: Lead Management • Source: https://membersolutions-9221154.hs-sites.com/kb/create-new-lead_1484358159

  Create New Lead

     Created by
     Amith, last modified by
     Cathy Beckstead on Jul 26, 2023

Leads will show on the Members tab and can be search from there, but you can also view Leads separately. A Lead is any member record that has the Lead box checked on their profile. To create a new Lead, go to Members>Leads>Add Lead.

kb-1484358159-1487602184-1.png
Click here to view how to setup marketing, lead capture and drip marketing lead follow-up using lead flows.

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