Creating and Modifying Leads

This task is a step in Process of Creating, Modifying, and Qualifying Leads.

The following procedure shows how to create or modify a lead.

To create or modify a lead

1. Navigate to the Leads screen.

2. In the All Leads list, create a record, or select a lead to change.

3. Complete the fields.

   The Description field is required.

4. To add detailed information to the lead, click the lead, then select the Lead Details view tab.

   Complete the fields using the following table as a guide.

   Field	Comment
   Lead Referrer	The partner who referred the lead.
   Lead Status	The default program status is Unqualified. Options are Accepted, Qualified, To be reassigned, Existing opportunity, Nurture, Converted, Rejected, and Retired.
   Organization	Click the Organization select button, and select the predefined organization to be responsible for the program. An organization that you assign to a program is inherited by campaigns in that program.