Create a Lead
The following process describes how to create a new lead.
- Select Leads from the main menu.
- Press New Lead.
- Enter the details of the new lead you would like to create.
- Press Save.
Note: The Lead feature is not available on all Arlo service plans. Contact Arlo Support for more information.
You can also create a new lead from the following pages by pressing New Lead from the toolbar.
- an event page,
- a contact page, and
- a organisation page.
Edit a Lead
The following instructions describe how to change the status of a lead, for example. put a lead 'on-hold'.
- From the Activities menu, select Leads.
- Select the leads you would like to edit by ticking the checkbox in each row. Actions button will appear.
- Press Actions.
- Select the action from the list.
How to edit Lead Settings
- Select Settings from the main menu.
- Select Lead Settings.
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