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On the TSA Menu, click the ‘Leads’ option to navigate to the Leads feature.
When the Leads screen appears, click the ‘New Lead’ icon located to the right of the orange header.
You will be presented with a screen to provide the Lead company, address, and contact details. The ‘Lead’ section includes a number of drop-down fields that contain data values consistent with your customer data. In addition to this, there are ‘Lead Status’ and ‘Lead Source’ fields you need to assign to each new lead; the values in these drop-down fields are configurable – see here. Click save once you have completed populating the Lead information.
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