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 right Quick Link Menu and click New Lead, a modal will be open on whatever page you are inside BLUE 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. Additionally if you want some specific staff member to see all the leads you can add permissions view, click here to read more about permissions.
• Leads can be created by 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.

Did you find this article useful?

Related Articles

• Leads email integration
  
  Leads email integration is powerful BLUE CRM feature who allow you to integrate leads from your email address. You can set up email forwarder&nbs...

---

• Add Lead Sources
  
  You will always need a way to know from where you got the lead. Go to Setup -> Leads -> Sources and add new source depending o...

---

• Add Lead Statuses
  
  You can easily customize leads statuses so they can fit into your workflow. To add new lead status you will have to go to Setup ->...

---

• Assign lead to staff member
  
  Open a lead and simply select the staff member you want to assign the lead. After submiting the staff member will receive notification that you have ...

---

• Lead Activity Log
  
  To track lead activity open a lead and click on the Activity log tab. All important actions will be saved as activity log for this lead. When activi...

---