How to Create a Lead Manually in REsimpli

How to Create a Lead Manually in REsimpli

1. Go to the left sidebar menu. Click Leads → Active Leads.

2. Click Add Lead in the upper right. A new window will open.

3. Fill out the information. Click Add Lead.

4. Go to the Task and Appts section. Click Add Task to add a specific task. Fill out the information. Click the Create Task button. A new task will be displayed in the Task and Appts section.

Note: Some tasks are Global Tasks that are automatically assigned by the system.

END