Creating Prospects/Leads with the +Lead Form

Navigate to your dashboard by selecting the Rooflink Logo. The Rooflink Logo will always take you back to your dashboard.

Next Select the +Lead to the right of the Rooflink Logo

Complete the New Prospect Form. The First Name and address are required. Lead Source can be configured to be required in the Company Settings>Job Settings. Once submitted, the Prospect/Lead can be found behind the Prospect Button next to the +Lead button.