Log into ClickPoint and navigate to the Lead Manager Screen - click My Leads, then select the appropriate Workflow name.
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*Please note that Record Type and Workflow names are customizable - what you see in the My Leads navigation menu will differ from this screenshot.
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Click the New Lead button on the top toolbar.
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Fill in the appropriate lead data for your available lead fields.
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You will be required to add a Lead Source in the Lead Details section before you can save the new lead record.
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Once you've added your data and Lead Source, you can view your Save options by clicking the green dropdown button in the top right. The three Save options are:
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- Save & Open - Saves the lead opens the new lead's details page.
- Save & Add New - Saves the lead and opens another Add New Lead page.
- Save & Close - Saves the lead and takes you back to the Lead Manager Screen.
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