This document provides a step-by-step guide on how to add a new lead in the MedicareProCRM system. Following these instructions will ensure that your prospects are correctly entered into the system for effective tracking and management.

To successfully add a new lead, please follow the steps outlined below:

1. Click the plus (+) symbol located in your navigation section.

2. A popup will appear. Fill in all the required information in the provided fields.

3. From the Status dropdown menu, select "Prospect."

4. Next, ensure that the Lead checkbox is selected.

5. Once all the information is filled out and verified, you are all set to proceed.

After completing these steps, the new prospect will be visible on your leads page, allowing for efficient management and follow-up.