Create New Lead

To create new lead in SudoWorkspace, follow the steps below:

From the left-side main menu, go to the Leads view and click the ‘ New Lead ‘ button.
Alternatively, to create a lead quickly, open the Quick Create menu by clicking the caret in the top-center navigation and choosing ‘New Lead’. A modal will open regardless of which page you’re on in SudoWorkspace.
If you mark the lead as public, it will be visible to all staff members . Otherwise, it will only be visible to the assigned member, the creator, and administrators. If you want a specific staff member to see all leads, grant them the ‘View’ permission. Click here to learn more about lead permissions.

Please note that all staff members can create leads. Non-admin staff members will be able to see leads in the following cases:

If lead is created by the staff member themselves.
If the lead is marked as public.
If lead is not created by a staff member, but this staff member is assigned to this lead.