To Create a Lead
- Click on the Plus icon on the top bar and select Lead.
- 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.
- Click Save. The Lead has been created. The New Lead window will close and you will now see the newly created Lead record.
Note: Only ADT Dealers will see the Precheck Section.