Add a Lead

In Relotis, all contacts are Leads, and we use the term interchangeably. You can add contacts as leads, or as contacts attached to Opportunities. This means all your contacts in Relotis are specifically tied to a deal or opportunity, so there are no redundant contacts in the system.

To add a new Lead:

  1. Click on Leads (Left Menu)
  2. Click on the Add Lead icon (Image and menu below)
  3. Enter Lead details
  4. Save
CRM add a lead