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Create New Lead

  • Navigate to leads view from the main menu on the left side and click on the button new lead.
  • You can also for quick approach add from the Quick Create menu by clicking on the top left caret and click New Lead, a modal will be open on whatever page you are inside Quotify CRM.
  • If you mark the lead public will be visible to all staff members, otherwise will be visible to the assigned member, creator, and administrators. 
  • Leads can create all all staff members, staff members that are not admins will be able to see the leads on the following cases:
    • If lead is created from the staff member itself.
    • If lead is marked is public.
    • If lead is not created from staff member but this staff member is assigned to this lead.

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