How to add a lead to AdminBase [Video]

In this training video, you can learn how add a new lead into adminbase. This includes entering customer details and relevant sales information.

In Brief

  • Navigate to Leads → Add → Blank Lead to create a new lead

  • Enter the customer information into the fields on the left side of the table

  • Create drop downs within a field by right clicking and closing Add New Items

  • On the right side of the table enter sales related information including Lead Source and Product Interest

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