1. Marketing, Sales Force Automation, and Partners
  2. Sales Force Automation
  3. Record Management
  4. Lead Management
  5. Lead Records
  6. Creating a Lead Record

Creating a Lead Record

You can use lead records to track information about potential customers.

Before you create a new lead record, run a search to be sure the record does not already exist in the system. For instructions, see Searching for Lead Records.

To create a lead record:

  1. Go to Lists > Relationships > Leads > New.

  2. Under Primary Information:

    1. In the Custom Form field, select the type of form you want to use for this record.

      • To continue using this form, leave the field as it is.

      • If you have a custom form for this type of record, select that form.

    2. Choose the type of lead record you are creating by selecting Company or Individual in the Type field.

      This selection determines which fields appear on this record.

    3. To enter the name of this lead:

      • If this lead is a company, enter the name of the lead in the Company Name field,

      • If this lead is an individual, enter the name of the lead in the name fields. You can also enter the lead's title and company in the Job Title and Company Name fields.

      The system uses the name you enter to generate the lead ID in the Customer ID field.

      To enter a lead ID manually, clear the Auto box and enter the ID.

    4. Select a status for this lead in the Status field.

    5. If this is a child record of another record, select the existing parent record in the Child Of field.

  3. In the Email | Phone | Address section, enter any information you have in the Email, Phone, and Fax fields.

    The Address field displays the address you enter in the Address subtab. For instructions, see Entering an Address on a Record.

  4. On the Qualification subtab, enter information related to the ability and willingness of the lead to purchase.

  5. If the lead is qualified, select a value from the Sales Rep list.

    If you use team selling, a Sales Team subtab replaces the Sales Rep list. Select an Employee to assign to the lead and complete the required fields.

    If you use team selling, you can select Reassign Using Territories.

  6. Complete the other fields on the other subtabs as appropriate.

    The subtabs you see depend on the lead type and the features your account uses. For general information about other subtabs, see Customer Record Subtabs.

  7. Click Save.

Related Topics

General Notices