This FAQ will guide you on how to create a new lead.

Step 1: Click on the (A) Folder Icon found in the upper left side of the agent interface, this will open the (B) CRM. 

Step 2: Click on (A) Create Lead button

Step 3.1 If Agent is logged in to a single campaign:

Fill in (A) New Lead sheet with the necessary information and click on the (B) Create Lead button in the bottom right of the page.

NOTE: All highlighted boxes are mandatory fields.

 Step 3.2 If Agent is logged in to a campaign group, select the campaign first then click on create

Step 3.3 if 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.

 Step 4: If you want to dial this new created lead, click on the (A) Red Phone Button next to the phone number