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14.13 How to Create a New Business Lead in Tradepoint

Apr/1/2007



To create a new business or B2B lead within Tradepoint choose the Leads icon from the CRM section of the Home Tab toolbar.

From there simply fill in your information to create your Lead. The default structure within Tradepoint is for Business to Business Contacts. The toolbar within Leads for a Business contact should appear as you see below.


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