Adding a Lead into CMAP
If you wish to add a Lead into CMAP. You would need to click on the Add a Lead button on the right hand side of the screen. This then takes you to another screen with various fields to complete.
By completing the information for your potential lead, you would then need to click Save to save them in the system so that you can find them again later.
Editing a Lead
If you wish to edit a lead once it has been added to CMAP, find the lead by typing in their account name or contact name into the Search box at the top of the screen. Click the Search button.
When their name appears, click on it and it will take you through to the page with their contact details on it. If you click on the edit pencil in the top right corner of their contact details box, it will allow you to edit the Lead information.
If you edit the information and click Save, their updated information will be saved to CMAP.