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

• Click on the Folder Icon found in the upper left side of the agent interface, this will open the CRM. 

• Click on 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 new created lead, while in a non ready status click on the Red Phone Button next to the phone number.