Lead Types

If you want to pursue a lead with existing customer for renewal, upgrade, up-sell, cross-sell, or maintenance service, you create a lead for an existing account and contact.

If the lead is for a new prospect or for a new contact, you have two options:

• You create the account and contact before you create the lead
• You temporarily store the account and contact names as text in the net new lead itself.

Net new leads keep the account and contact information in the lead itself as text until it's verified. You can use the Existing Contact and Existing Account fields to enter both types of leads. You can enter the account and contact as text or you can select an existing account and contact.

Here's a screenshot highlights the Existing Account and Existing Contact columns. Existing account and contact records show up as links. Net new information shows up as plain text.