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How do I create a Lead in OpenCRM?

Updated: 08 November 2018 12:10:40 OpenCRM::Leads

There are a couple of ways of accessing the New Lead screen.

You can either:

  • click on the New Lead button in the Headers under the Home button,

  • in the Lead module by clicking on New Lead.

  • You can also use the Quick Create tool in your sidebar if you have this turned on.


For details on how to customise the sidebar please refer to this FAQ

There are many fields available for you to populate with data. The only required fields are Last Name, and Assigned To, which is automatically assigned to the creator of the record by default.

We recommend you complete as many of the fields as possible, to give your lead more value.

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