To start working with leads in PlanRight, you will first need to create a job in WFM with a few tasks. This job will be used a bit like a template to create your leads in PlanRight. 


In XPM/WFM settings you'll see an option to Import leads. Select this and enter the number of the job you created. 


PlanRight will import all leads from XPM/WFM and display them in the same way jobs are displayed. Each lead is given a unique lead number to allow you to distinguish it from regular jobs.