Create a lead record

  1. Click > .

  2. Click CTRL+N to create a new line.

  3. 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.

  4. 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

  1. Click > and select the lead record that you want to modify.

  2. Click > .

  3. In the form, select the check boxes to copy information into the new lead record and click OK.

Delete a lead

When you delete a lead, you can also select to delete all associated activities, documents, responsibilities, campaigns, and contacts.

  1. Click > .

  2. Select the lead record that you want to delete and click the delete icon on the standard toolbar.

    This will open the form.

  3. Select the associated records that you want to delete and click OK.

See Also