Step 1
Contacts can be added from the ‘Contacts’ page. To navigate to this page, select ‘Contacts’ from the left hand menu.
Step 4
Complete the fields with the lead information. Please fill out at least an email or phone number.
Step 5
To add another contact, click the “Add another contact” button at the bottom of the fields. Otherwise, continue with Step 7.
- If the ‘Add another lead’ button is grayed out, you still need to add the initial ontact’s email or phone number.
Step 7
Once the email or phone number information is complete, click on the ‘Submit lead(s) button’. The lead(s) will be added to the system.
- If the ‘Submit lead(s)’ button is grayed out, you still need to add the email or phone number to one of the leads.
Step 8
If you don’t want to send the request yet, click on ‘Cancel’ to exit the leads section.
Need Help?
At Olly Olly, we’re here to help your business succeed. If you’re feeling stuck or need a hand, we’re just a call away. Your account manager is ready to walk you through each step so you can get back to doing what you do best—running your business! Schedule a call with your Account Manager now!
