Create a lead - Manually
1. Search for the lead to verify they are not in the system
It's not good to have more than one record for a lead, so first perform a search to make sure they are not already in the system.
2. Click New
If they are not in the system, then you will begin entering their information.
3. Select Lead Type
Where did this lead come from?
4. Enter information and Rating
Enter all of the information you can, including the Rating. This will help us prioritize leads.
4.1. Enter Lead Source and Industry for reporting
Don't forget that all of this information is to help us improve our marketing and sales - information about where they came from and the industry they are in is beneficial.
Don't forget to click Save.
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