Skip to main content

How to Create a Lead

To Create a Lead

  1. Click on the Plus icon Screen Shot 2019-11-14 at 4.15.14 PM.png on the top bar and select Lead.
  2. Fill out all required fields (these fields are labeled with a red dot) and any other desired information in the New Lead window.
    • Note: You can first fill in the zip code and the State, City, and County will auto-fill.
  3. Click Save. The Lead has been created. The New Lead window will close and you will now see the newly created Lead record.

Screen Shot 2019-11-14 at 4.22.38 PM.png

Note: Only ADT Dealers will see the Precheck Section.

  • Was this article helpful?