Creating a new Lead within FreeAgent is fast and easy. Just add the information of your Lead to the form and your Lead will be created as soon as you hit save.
Check out this short video or continue reading below for the instructions to add your leads.
Add leads to FreeAgent CRM
To get started, click your portrait, then click Setup (1) and click the 'Add Leads' (2) card.
There are three options to add your leads:
- Share them with your team, from your Email account
- Import Leads (from a CSV file)
- Create new lead
Create New Lead
If you create a new lead using the form, then you will need to enter the information in the fields manually. Please note that only 'First Name' is mandatory.
Click 'Save' once you are done and the lead will be created.
Your new Lead will be visible under the Contacts section.
If you add the Account information of an account that doesn't exist yet, FreeAgent CRM will automatically create the Account for you.
Excellent! Now that you have added your Leads you can take advantage of other features. and take it to the next level. Here are some articles that are great next steps that will take you to the next level: