Manually Creating a Lead

Use this procedure to manually create a new lead.

1. Select Menu, and then Sales & Marketing, and then Lead , and then Add.
2. Select the lead’s Initiative and click OK.
   The Account Lead page displays so that you can complete the lead.

   Enter the following information as required by the Initiative:

3. Search for and select the sales representative for the lead.
4. Indicate how the customer requested information about the initiative in the response channel.
5. Indicate if the customer has signed up for the initiative.
6. Search for and select the account that will be associated to the lead.
7. Search for and select the premise that will be associated to the lead.
8. Click Save.

Note:

Leads can also be created through the Initiative context menus and Account context menus.