Create New Lead
Instructions for creating a new lead in Member Solutions Product Support.
Create New Lead
Created by
Amith, last modified by
Cathy Beckstead on Jul 26, 2023
Leads will show on the Members tab and can be search from there, but you can also view Leads separately. A Lead is any member record that has the Lead box checked on their profile. To create a new Lead, go to Members>Leads>Add Lead.

Click here to view how to setup marketing, lead capture and drip marketing lead follow-up using lead flows.
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Document generated by Confluence on Apr 25, 2025 20:17