How to Create a New Lead in CRM

Overview:

This article provides a step-by-step process on how to create a new lead in CRM.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates and open it.  

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Leads. 

6. Click the New button located at the command bar to create a new lead.

7. Fill in all required fields

8. Click Save and Close to save the lead and exit the form.

9. The Lead ID will automatically populate once the creation is successful.