CREATE A LEAD

A lead can be someone you’ve never done business with before, or it could be an existing client. You might get leads from different sources, such as advertising, networking, or email campaigns.

Create a lead

1. Go to Sales > Leads from the sitemap
2. Choose New.
3. In the Summary area of the Lead screen, type your lead’s company and contact information.
4. In the Details area of the Lead screen, type information about your lead’s industry and preferred contact method.
5. Add any notes and activities (for example, phone calls or emails) related to this lead. More information: Keep track of notes, tasks, calls, or email with activities
6. Choose the Save button on the bottom right of the screen.