Quick add can be used to add lead quickly in the CRM with minimum details. This helps counsellors to capture leads while they are communicating with leads.
To add a lead, follow below steps
Step 1: Click on the + icon from the top toolbar.
Step 2: Fill-up the quick add form. ( Make sure you fill up all the mandatory fields)
Step 3: Click on Save and Add More
While adding the lead, you can choose if you wish to send a welcome email and/or SMS to a lead.