Create a lead record
Click CTRL+N to create a new line.
Enter the subject and name of the lead.
If you have set the number sequence in the form, the Lead ID is automatically populated. However, you can change the Lead ID. If you have set up the number sequence as manual, then you must enter a Lead ID when you create the lead record.
Enter the appropriate information for your new lead record.
It's helpful to enter as much information into the lead record as possible. Having detailed information on the lead could assist you in winning a sale.
Copy a lead record
Delete a lead
When you delete a lead, you can also select to delete all associated activities, documents, responsibilities, campaigns, and contacts.