Create Your First Database
Before you start: ensure you've created a lead form - If you haven't already you can learn how to here:
Firstly, click Database manager and then click create new.
1. Give your Database a name
2. Share access to the leads/contacts in this database with your colleagues (you can easily change/update these options later).
3. Select the lead form you built earlier
4. Click Next
Additional / Advanced options
A. You can build webforms and associate them with your database (This can be done during this step or any time later but you will need to ensure you have created a web form).
B. You can optionally assign a reference number to each record.
C. You may add a dedicated email address to your database so that any emails from this database are not sent from your default email address (useful for agencies).