In this article
The following article describes how to create leads manually.
- Create a lead from the leads list
- Create a lead from a contact
- Create a lead from an organisation
- Create a lead from an event
Create a lead from the leads list
- Open the Leads menu.
- Press New lead.
- Choose the Lead type.
- Note: This will change the lead fields available to fill in on the lead; so it is important to select this first. For example, if you select 'existing event' you will be able to choose the event(s) that the lead belongs to, thus enabling you to view leads for that event from the event page in Arlo.
- Enter the Details of the new lead you would like to create.
- Press Save.
Create a lead from a contact
Creating a lead from the contact's page will populate the lead details with that contact's details; saving you time.
- Open the contact.
- From the toolbar, press New and select New lead.
- Choose the Lead type.
- Note: This will change the lead fields available to fill in on the lead; so it is important to select this first. For example, if you select 'existing event' you will be able to choose the event to link the lead to. This enabling you to view leads for that event from the event page in Arlo.
- Enter the Details of the new lead you would like to create.
- Press Save.
Create a lead from an organisation
Creating a lead from the organisation's page will populate the lead details with that organisation's details; saving you time.
- Open the organisation.
- From the toolbar, press New and select New lead.
- Choose the Lead type.
- Note: This will change the lead fields available to fill in on the lead; so it is important to select this first. For example, if you select 'existing event' you will be able to choose the event to link the lead to. This enabling you to view leads for that event from the event page in Arlo.
- Enter the Details of the new lead you would like to create.
- Press Save.
Create a lead from an event
Creating a lead from the event's page will populate the lead details with that event; saving you time.
- Open the event.
- From the toolbar, press New lead.
- Choose the type of lead.
- Note: This will change the lead fields available to fill in on the lead; so it is important to select this first. For example, if you select 'existing event' you will be able to choose the event to link the lead to. This enabling you to view leads for that event from the event page in Arlo.
- Enter the Details of the new lead you would like to create.
- Press Save.