Add Lead in Lead Module
After logging into the WorkCeo web application, look for the “Clients” tab on the left hand column of the webpage. Hover over the “Clients” tab to reveal further links.
Click on “Leads” to reveal the list of all the current leads of your organisation which have been added into the WorkCeo platform. Click on “Contacts” to reveal the list of all the clients as well as leads of your organisation.
To add a new lead, click on the “Add New Lead” button on the right top corner of the web page as shown above. On clicking the button, you will see an “Add Lead Info” page as shown above.
Fill in all the details of the lead as indicated in the form. You can save the information to complete the “Add New Lead” process.
* “ADD LEADS” button not found in Action Menu*
* “ADD LEADS” button not found in Top Menu Dropdown*
Add Lead in Mobile App
* “WorkCeo App not found in Google Play Store*