How Do I Create Leads?

How Do I Create Leads?

If you would like to enter in a Lead manually into your Zola CRM you can do so by:
  1.  Using the Quick Add tool

  2. From the CRM section, click on the plus sign on the color bar

Both of the above options will bring you to the New Lead modal:
  • You will need to select the Contact. If they are not currently a contact click on the plus sign to add them

  • Fill in the rest of the required fields and then select 'Create Lead'

  • You will now notice the new lead in your CRM dashboard

If you do not select a Primary Source, the Secondary will show in this field.
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