video1.0<iframe src="https://www.loom.com/embed/84d449f07cdf463c8e3d714ff7830265" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/84d449f07cdf463c8e3d714ff7830265-44f02a1d58612ede.gif149.087In this video, I’ll walk you through the process of creating a new lead in ClearCRM. It’s essential to keep track of potential customers, so I’ll show you how to enter their details, including contact information and the source of the lead. I also emphasize the importance of selecting a status to reflect where they are in the sales process. Please make sure to follow these steps to keep your leads organized!