Easier Lead Entry

Manually entering leads became a little bit easier with the latest update to Open Leads. Adding a lead is done from the Lead List by clicking on the “Add Lead” link.Adding lead from form

When entering a new lead you have the choice of the “manual” process which gives you three critical fields – First Name, Last Name and Company. Alternately you have had the choice of entering the lead via a form, which gives you your choice of fields to use when entering a new lead. Previously this involved selecting from “Add Lead Manually” or “Add Lead From a Form” and then a second step, which was choosing your form from the list of available ones.

In this release, this has become a single step process, allowing you to choose themanual entry option or to choose which of your forms you wish to use from a single dropdown.

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