How do I enter a lead I receive from an email or phone call?


  1. To enter a Lead, simply click the LEADS Tab and select NEW LEAD
  2. Here you will be able to enter all information about the LEADLeads
  3. Under REFERRAL, you may enter how the Lead heard about you (ie. email, phone call, etc.)

Please see How can you track lead status? for more information about Leads