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 highlighted boxes are mandatory fields.

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

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.

If you want to dial this new created lead, click on the Red Phone Button next to the phone number.