1. From the Home screen, choose one option:
Click '+ Create new' --> select Lead or Client
Click the Lead icon on the Home screen
In the left navigation, click Clients → click '+ Add Lead' (or '+ Add Client')
2. Select Commercial
3. Enter the contact's information and hit Save when you are done
💡 Pro tip: Turn on the Primary contact toggle for the main contact. You can add more contacts later, but only one contact can be marked as Primary contact
4. Review the information, then click Save
5. Enter and confirm the address
