How to add a lead

Learn how to add a lead in Service Manager in under 2 minutes.
This quick tutorial shows you step by step how to create a new lead, fill in their details, and save them in the system.

This guide is ideal for sales teams and administrators who want to track potential customers effectively.

In this video, you’ll see how to:

• Open the Leads area

• Enter company and contact details

• Record business information and interest level

• Save your lead and view it in your list