Create lead
Last updated
Last updated
Select RD Station as your target app. Pick the connection you want to use, or create a new one, after clicking the red gear. Click βContinue.β
Choose βCreate leadβ as your action and click the red gear. This will display the actionβs data template.
Fill in the data template, linking source and target fields. You must fill in the required fields, but you may skip the optional ones. Click βMapβ when youβre done.
Verify your target is active in the upper-right corner. Click βAdd a targetβ or βSaveβ to add another app or save your Gear.
Make sure you turn on your Gear on the βGearsβ menu before leaving GearPlug!