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This article will guide you in using the Add Lead Widget on your dashboard. This widget allows new leads to be added without leaving our dashboard. Viewing the Add Lead Widget![]() Related Articles: Manage Your Dashboard Complete Widget Directory Frequently Asked Questions:- How can I set requirement rules for fields?You may view & edit required fields from your Setup page. View our article How To Setup The Add Lead Widget for setup options available for the lead widget. - Can I set a default Lead Type so all my leads fall under a single category? Yes. You may set a default lead type. Article How To Setup The Add Lead Widget will also cover this setup option. - How can I add more lead types to my Lead Type options? Lead types can be added by an administrator with permissions to Setup > Lead Types. You may have a lead type that is currently not available to be selected from your options. View our article Add A New Prospect/Lead Type so you may learn how to create or edit to allow types to be selected when adding a lead. |
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