How Do I Create Leads?
If you would like to enter in a Lead manually into your Zola CRM you can do so by:
- Using the Quick Add tool
- 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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