On the Flex platform you can manually add a lead from phone call or at a trade show. This way you can capture the contact details and track the contact with the customer until they are converted into a Project.
Follow the steps below:
- Navigate to the Leads tab on the Flex platform.
- Select the option New Lead in the top toolbar.
- Add the contact information and enter the Lead Source.
- Select Save and the Lead will show in the list.