Add new Lead. Resco Mobile CRM

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Resco Mobile CRM

User Guide

12.2. Add new Lead

Follow these steps to create a new Lead:

1. Select “Leads” from the home screen.

2. Hit the “+”button in the upper right corner.

3. Fill in the necessary fields. You can also add address when you change the tab at the bottom of the screen.

4. Hit the save button located in the upper right corner.

5. Synchronize your device if you are in the offline mode, so that the new changes will be uploaded to your CRM server.