How to Create a Lead

Open the Leads workspace, add a new lead, fill the contact details, and create the lead in HelloRamp Engage.

Learn how to create a lead in HelloRamp Engage by opening the Leads tab, starting a new lead, entering the first name and email address, and saving the contact to the lead list.

Guide steps

1. Open LeadsGo to Leads from the bottom navigation to manage and create customer records.
2. Start a new leadClick + Add New Lead to open the lead creation form.
3. Enter the first nameClick First Name to fill in the lead's first name as John.
4. Add the email addressClick Email Address to fill in john@helloramp.ai for this lead.
5. Create the leadClick Create Lead to save the new contact and add it to your lead list.