Wiki source code of Create New Lead
Version 1.1 by Isaac Mejia on 2025/12/15 16:47
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| 1 | {{include reference="KBArticleHeader.WebHome"/}} | ||
| 2 | |||
| 3 | = Create New Lead = | ||
| 4 | |||
| 5 | {{info}}KB: MSI Knowledgebase • Category: Lead Management • Source: [[https://membersolutions-9221154.hs-sites.com/kb/create-new-lead_1484358159>>https://membersolutions-9221154.hs-sites.com/kb/create-new-lead_1484358159]]{{/info}} | ||
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| 7 | * [[Members>>Members_1616674875.html]] | ||
| 8 | |||
| 9 | Create New Lead | ||
| 10 | |||
| 11 | Created by | ||
| 12 | Amith, last modified by | ||
| 13 | Cathy Beckstead on Jul 26, 2023 | ||
| 14 | |||
| 15 | 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.** | ||
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| 17 | image:kb-1484358159-1487602184-1.png | ||
| 18 | [[Click here>>1484358540.html]] to view how to setup marketing, lead capture and drip marketing lead follow-up using lead flows. | ||
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| 20 | {{include reference="KBSupportCTA.WebHome"/}} |