The following article describes how to create leads manually.
- Open the Leads menu.
- Press New lead.
- Choose the Lead type.
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 course' you will be able to choose the course(s) that the lead belongs to, thus enabling you to view leads for that course from the course page in Arlo.
- Enter the Details of the new lead you would like to create.
- Press Save.
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, select Lead.
- Choose the Lead type.
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 course' you will be able to choose the course(s) that the lead belongs to, thus enabling you to view leads for that course from the course page in Arlo.
- Enter the Details of the new lead you would like to create.
- Press Save.
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, select Lead.
- Choose the Lead type.
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 course' you will be able to choose the course(s) that the lead belongs to, thus enabling you to view leads for that course from the course page in Arlo.
- Enter the Details of the new lead you would like to create.
- Press Save.
Creating a lead from the course's page will populate the lead details with that course; saving you time.
- Open the course.
- From the toolbar, press New lead.
- Choose the type of lead.
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 course' you will be able to choose the course(s) that the lead belongs to, thus enabling you to view leads for that course from the course page in Arlo.
- Enter the Details of the new lead you would like to create.
- Press Save.