Add Leads

In Freesteps you can keep the track of your leads. For instance: While traveling you met a person who showed some interest in your product or service. You exchanged business cards and assured them you would contact him or her again with more details about the product/service. The next day, you create a lead manually with the available details and contact the person. In such cases, it is easy to manually enter in the available details and create a lead record instantly.

You can create leads individually by using the following:

1. Filling in the details in the lead creation form.
   
2. Duplicate the lead with a few changes in the existing record.
   

To create leads individually

1. In the lead management tab click on "Add Prospect" button 
   
   
2. Complete the form and then click submit
   
   

If you don't see the submit button, make sure you scroll down to the bottom. 

To duplicate leads

1. In the Leads Management tab, click a particular lead that is to be duplicate.
   
2. In the Lead Details page, click the "Duplicate" button.
   
3. The system will give you an alert message to confirm that you actually want to duplicate. If you are sure click "Yes". 
    

After duplicate you could edit the record.

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