Your on this page because you didn't find your lead in the system.

1. Click on " Create Lead " on the left hand side under shortcuts

2. Enter in the lead source, lead source description, status description, name, phone and information

- Definitions:

Lead Source Description - information about the lead

Status Description - information about when they want to join YLC

3. Assigned to: - your name appears here. This is where you can change the assigned name to another ambassador or when you are entering the lead for another ambassador.

4. Continue entering information about the lead.

Enter email address, address and description information

5. Click save and you are done.

 

You will not get credit for a sale unless your name is associated with that person in the CRM system in some way.

Even if they list you as the Ambassador on the sales form, we only go off of our CRM for clarification on who has touched this lead.

If you have any questions, contact your Regional Ambassador.