How do I create Leads?

  • Updated
To enter a New Lead manually into your CARET Legal CRM:
  1. Click Add.png in the top menu to access the Quick Add menu, then select New Lead under CRM.


    Click the CRM icon in the left navigation bar to display a list of Leads. Click + on the tab bar.
  2. The New Lead modal displays:


    Complete the required fields marked with a purple bar:
    • Select either Person or Company.
    • Enter a FIRST and LAST NAME.
    • Enter or select an option from the drop-down list in the  OFFICE LOCATION field.
    • Scroll down to the QUOTED BILLING section and enter or select an option from the drop-down list in the BILLING TYPE field.
    • Optionally complete as many other fields as you wish.

  3. If you are creating a New Lead for an existing contact, you would still enter that contact's first and last name, but after clicking Create Lead you will be prompted with the screen seen below:


  4. Once you have successfully created a lead, you will now see the new lead in your CRM dashboard

If you do not select a Primary Source, the Secondary will show in this field.

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