Entering a new lead

May 7, 2010

A lead is a potential customer that you have not qualified yet.  Think of leads as people on a spreadsheet, business cards left in a punchbowl at a conference.  They’re people without faces.

Once you know that the potential customer (1) has a pulse and (2) has expressed some interest in purchasing your product/service, then you should convert the person to a contact with a pending opportunity.

Step-by-Step Instructions

  1. Click Sales on the Navigation pane, and then click Leads.
  2. Click the New button on the Actions toolbar.
  3. Enter information about the lead.  Click the Save and Close button.

Tips & Tricks

  • Notes entered on a lead record will not transfer to a contact record when the lead is qualified.  So if you are engaged enough with a lead to make notes, then it’s time to convert the record to a contact.
  • You may want to enter new contacts as leads and then convert them to contacts immediately.  This way,  you can enter information about the contact, company, and a pending opportunity all on one screen.  This is generally easier than creating a separate company, contact, and opportunity record.


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