How to add Lead

There are two ways to add lead to a project in if.team service:

First way

1. Navigate to the “Leads” tab in the workspace 1️⃣.
2. Click the large blue “+ Add” button at the top of the page 2️⃣.
3. Find and click on the “Lead” button in the list 3️⃣.

Second way to Add Lead

1. Go to the “Leads” tab in the workspace 1️⃣.
2. Click the “+ Add Lead” button 2️⃣.

Both methods will open a new “Add Lead” window:

1. Mandatory fields to fill in: lead name, responsible person.
2. Optional: client, specify lead status, source, date, expected budget (currency exchange rate if needed), specify participants, description and services, upload a file.
3. Click the “Create” button after filling in the fields and verifying the entered data. The new lead will be added to the general list of leads on the “Leads” tab.