Creating Leads: User can create a lead from account page which will be tagged to that particular account. To do this action you need to haveย add lead permissionย enabled for your role from the Settings->Role security
Please follow the below steps to create a lead from account view page :
- Log in to your Oorwin Account and navigate toย Accountsย module from the left menu underย Generalย Section
- Click on any account name to whom you wanted toย create a new lead
- Click onย Leadsย tab on the top header which shows all the leads tagged to that account
- Click onย Add Leadย button on the top right corner
- Fill all the mandatory information and click onย Saveย button
- Thats it! Your Lead has been created and tagged to the particular account
