How to create a new lead
Step by step guide to creating a new lead in Floorzap
This guide explains how to create a lead in Floorzap.
Step 1: Navigate to the Leads page.
Step 2: Click on Add New Lead.
Step 3: Choose your Location.
Step 4: Select the Sales Rep.
Step 5: Identify the Source of the lead.
Step 6: Determine the Type of the lead.
Step 7: Input the lead's Name.
Step 8: Provide any additional information about the lead.
Step 9: Enter the lead's Address. This will auto-populate from Google.
Step 10: Click Save to store all the information.