Manually Creating a Lead

To create a new lead in the system, follow these steps:

1. Navigate to the Leads section by clicking on Leads under the CRM category in the sidebar.
2. On the Leads page, click the + Create Lead button located at the top-right corner of the screen. This will open the lead creation form.
3. In the form, enter the required lead details e.g. contact name, phone number or email etc.
4. Once all required fields are filled in, click the Save button to create the lead. The lead will appear under the default stage (usually New) in the Kanban-style view.
5. The system supports drag-and-drop functionality. You can drag leads between stages (e.g., from New to Attempted or Contacted) based on your progress.

You can also edit or delete leads by clicking the icons on the lead card when you hover your mouse over it.