Adding Data

Status

In this section, we are going to add some lead statuses, and our first couple of leads.

1. Navigate to Admin -> Types -> LeadStatus
2. Click + to add a new Lead Status
3. Add details as follows:
   1. Title: New
4. Click Save & Add Another
5. Add details as follows:
   1. Title: Qualified
6. Click Save & Add Another
7. Add details as follows:
   1. Title: Closed
8. Click Save
9. LeadStatus will look like the screen shot below. Click on the Id of items to change or delete them.

Leads

1. Navigate to Admin -> Types -> Lead
2. Click + to add a new Lead
3. Add details as follows:
   1. Title: World of Workflows
   2. Full Name: Nick Beaugeard
   3. Email: nick@worldofworkflows.com
   4. Description: opportunity to sell our product to World of Workflows
   5. Status: New
4. Click Save
5. The list of leads should look like the screen shot below. Note in this case I modified a mistake, so the modified date is greater than the created date.

You have successfully created the data so can go to step 3, create workflow