Create New Lead

Last modified by Isaac Mejia on 2025/12/15 16:47

Last updated on December 15, 2025

Create New Lead

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

Members

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.

Click here to view how to setup marketing, lead capture and drip marketing lead follow-up using lead flows.

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