BETA · testing phase. Data may be reset without notice — keep your own backups, verify all figures, and use at your own risk. Not a substitute for a licensed accountant.
Training Center

New Lead

Capture a prospect and start the sales workflow. Basic ~2 min

Walkthrough video — coming soon
Follow the steps below in the meantime.
Step-by-step
  1. CRM → New Lead.
  2. Enter contact + source.
  3. Move it into the pipeline.
Try it now
Recording script (for video producers) 
TITLE: New Lead  (target 2 min, Basic)
HOOK (0-5s): "Capture a prospect and start the sales workflow."
ON SCREEN: open /crm/leads/new
STEP 1 — say: "CRM → New Lead."  (show the matching click)
STEP 2 — say: "Enter contact + source."  (show the matching click)
STEP 3 — say: "Move it into the pipeline."  (show the matching click)
CLOSE: "That's it — you can try it now from the button below."