| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
1 | ||||||||
2 | Add new lead to CRM | 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 | Remarks | Ready to buy | ||||||
10 | Lead status | Opportunity | 5. Grant permission for the button to work. | |||||
11 | 6. Click Add to CRM button again. | |||||||
12 | 7. Your leads will be added to Leads CRM sheet. | |||||||
13 | ||||||||