Guides

How to Create and Manage Leads

Path: Frontline → Core modules → Contacts → Leads

The Leads tab tracks potential customers before they are converted.

Click Add Lead to create a new lead.

Fill in the lead form:

• First Name and Last Name (required).
• Code and Owner.
• Email and Email Verification Status.
• Phone and Phone Verification Status.
• Description.

• 

Click Create Lead. The lead details page opens with a success message.