Description

Pathway Labs provides users two ways to add new leads in MyPath, an Add Lead form and a Create Lead API. While creating a lead through an API requires some technical knowledge, the Add Lead form can be accessed from within MyPath. The guided walk-through below outlines how new Leads can be created using the Add Lead Form.

Pre-Reqs

Guided Walk-Through

Link to New Help Center Article: https://pathway.clueso.io/guide/adding-a-new-lead

https://www.loom.com/share/62ee5630837046008ef75f3523a9a8c7?sid=0044a3ef-c1cf-4828-90d5-59e4da7d1ce1

FAQs