Select New Lead from your left-hand menu,
then fill the basic information that you have available on the Lead and press the
'Save Changes' button.
In the Overview section select from the drop-down options that you have customised and
created in your
Settings in the following categories:
The Notes section is available for you to capture any information about the lead, suggestions include:
The red asterisks are the fields that are mandatory to complete in Infynity. The more comprehensive and accurate your applicants’ information is the more robust your database will be.
You can add another applicant under the same lead by clicking 'Add Applicant'.
Once the required inputs are filled, click the 'Save Changes'.