This FAQ will guide you on how to create a new lead from the agent page.
Click on the Folder Icon found in the upper left side of the agent interface, this will open the CRM.
Click on the Create Lead button
If the Agent is logged in to a single campaign:
Fill in New Lead sheet with the necessary information and click on the Create Lead button in the bottom right of the page.
NOTE: All boxes highlighted with red are mandatory fields.
If the Agent is logged in to a campaign group, select the campaign first then click on create
If the User Setting Sources is set to Source Campaign and you open a lead, the modal box will show and will require you to select a Campaign from the Campaign Group.
All the settings related to a Campaign will come from the Campaign selected.
To dial this newly created lead, make sure that the agent is on Not Ready Status.
Click on the Green Phone Button next to the phone number.