How to create a new lead?

How to create a new lead?

1. Access the front desk feature and select “Add New” to initiate the creation of a new client.

2. Enter the necessary client details into the provided fields.

3.Once all details are entered, click on “Save.” This action confirms that a new lead has been successfully created.

You can now view the newly created lead in the “Lead” tab, where it will be visible along with other lead

Leave a Comment

Discover how Immigration Speed and GP Speed can simplify and organize your entire legal processes