Step 1: Go to CRM > CRM operation > Lead.

Step 2: Hit on (+) to create lead.

Step 3:Enter Lead Name and identifying keywords.

Step 4: Enter the name of Lead primary owner and Lead secondary owner.

Step 5: Enter the Lead source.

Step 6:Enter the Lead source date.

Step 7:Enter the name of Lead Referred.

Step 8:Enter the priority.

Step 9:Enter the suggested contact date.

Step 10:Enter the Description of the Lead.

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