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Writer's picturerachaelbjones

Adding your SOI to CINC

1. Navigate to the Leads Dashboard:




2. Click "Add Lead"

4. Enter the lead details in the popup.

Email and phone number are required. If you don't have the email click "Unknown" and we'll generate a random one as a placeholder.

Select the "Send Welcome Email" if you would like the lead to get an auto-generated welcome email from the system that gives the lead log-in credentials.



5. Click the blue "Save" button.


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