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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.