Adding a new Lead as an Admin

1. Go to the Manage Group page of the Group that you want to add a lead for.

2. Scroll down to the ERG Leads header.

3. Click Add New Lead.

4. Search for the ERG lead. (Note: they will only appear if they have logged into the portal).

5. Enter the rest of the requested information.

6. Click Add New Lead to save.

Adding a new Lead as a Lead

1. Login to your portal.

2. Switch to Admin view

3. Click on Settings

4. Click on ERG group settings

5. Select the Group that you want to add a Lead for

6. Scroll to the bottom of the page to the list of ERG leads. Click on Add new Lead

7. Search for an employee by name and select that employee. Then fill out the remaining fields and click Add new lead.