This course will show you how to add Leads to PulsePoint.
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Go to Leads tab and select New Lead.
If no Lead Source is needed the lead will be added with the Rep as the source, aka self generated. If applicable choose a “Lead Source” and "Source Contact”. If no Source Contact is present select Add Contact. Enter the Contact’s information and select Add New button.
If you are an Office user you will select the “Rep”. If you are a Sales user you will not have this option.
Complete the Business Information, DBA, Contact, etc.
Set Follow-up date, time and time-zone.
Select Save button.
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Lead notification is sent to the Lead Source and Sales Rep.