How to add a Lead?

Created by MCA Suite Support Team, Modified on Sat, 9 Nov, 2024 at 10:11 AM by MCA Suite Support Team

A Lead in MCA Suite is a Deal in the Leads Stage (article on Deal Stages). There are multiple ways to add a Lead in MCA Suite:


  1. Manual entry in MCA Suite 
  2. Import from a spreadsheet
  3. addDeal API


1.  To manually enter a Deal in the Leads Stage within MCA Suite, click the "Leads" button on the right hand side of MCA Suite: 



After clicking on the "Add a Lead" button, the Add Lead slide-out will appear. 


The ONLY required field are "First Name" and "Company Name." 


User assignment and permissions can also be set after you have clicked on the save button.






Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article