Building a CRM | Part 1 | Capturing New Leads [Video]

Dive into our “Building a CRM” series with a tutorial on Lead Management. We break down the essentials: capturing key lead data (names, companies, emails, phones), setting up a Leads Data Table, configuring a Lead Details page for easy access to information, and creating an online Leads form for efficient data collection.

Chapters:

0:00 What to expect
0:57 Build Begins
1:11 Creating a table
1:20 Document Storage
1:30 Column Creation
2:45 Configuring Details Page
3:30 Create Screen Configuration
4:19 Activity Feed
5:00 Creation Lead Capture Form

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