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.
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