How to Add a New Lead
4 min read
Capture a new lead in Stellivo so your team can follow up, assign ownership, and move the opportunity through your pipeline. This guide walks you through opening Leads, creating a record, filling the required details, and saving it successfully.
Quick Visual Overview
1
Open LeadsGo to Leads & CRM in Stellivo
2
Add leadClick Add New Lead and fill details
3
SaveSave and confirm it appears in the list
Step-by-Step Instructions
1
Open the Leads module
Show me whereFrom the Stellivo left sidebar, open Leads & CRM (or Leads). You should land on the Leads list where your team manages new and active opportunities.
Common Problems
Stuck? Check these frequent issues.
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