Leads can be added at any time to enable tracking of potential sales or jobs. Web Portal, Pipeline > +New Lead. 



To add Leads through the App, Leads > New or + in the bottom right


Leads can be created directly through the CRM contact card


Web Portal > CRM > Contacts > Activity > + New Lead.


App > Contacts > swipe left > New Lead.




From the Quick Actions on the Web Portal Dashboard + Lead.



A lead can be created through a form action upon form submission.