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:
- Manual entry in MCA Suite
- Import from a spreadsheet
- 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.
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