| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
1 | ||||||||
2 | Add new lead | Getting Started | ||||||
3 | 1. Go to File → Make a copy | |||||||
4 | LinkedIn profile URL | https://www.linkedin.com/in/williamhgates/ | 2. Key in lead info in the form. | |||||
5 | First name | Bill | 3. Click Add to CRM button. | |||||
6 | Last name | Gates | 4. This dialog box will pop up on your first use. | |||||
7 | Email (optional) | (optional) |  | |||||
8 | Phone (optional) | (optional) | ||||||
9 | Deal size | $1,000.00 | ||||||
10 | Lead status | New | 5. Grant permission for the button to work. | |||||
11 | Remarks | To email Bill Gates | 6. Click Add to CRM button again. | |||||
12 | Date added | 08 Dec, 2024 | 7. Your leads will be added to Lead Tracker sheet. | |||||
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