KCS - How to Add a Lead

Objective:

  • Adding a Lead in Campaign Tracker 
  • Locating the Leads page 

Environment:

  • Clio Web App 
  • Contacts> Leads 

Additional Information:

n/a

Procedure:

  1. Select Contacts 
  2. Select Leads 
  3. Select New Lead 
  4. Input Lead data
  5. Select Save  

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality