Creating New Leads

To create a new lead record, follow these steps:

Tap Leads on the tab bar. If the Leads tab is not visible, tap More, and then tap Leads
Tap + to create a new lead record.
Enter the lead's information. (See Creating Records)
To associate the lead to a specific contact, tap the Contactfield and either:
1. Select an existing contact by tapping the contact name to which you would like to associate. (Note: if the contact is associated with a company, that company will automatically be associated to the deal as well.)
2. Add a new contact by tapping the +and entering the contact information and then tapping Save
To associate the lead to a specific company, tap the Companyfield and either:
1. Select an existing company by tapping the company name to which you would like to associate.
2. Add a new company by tapping the +and entering the contact information and then tapping Save
Enter any custom information related to the lead. (Note: the custom fields will not appear if there are no custom fields that have been added on the lead document by your SalesNOW Administrator. Once the custom information has been added, the custom information will appear within the custom sub-tab.)
Once you have completed entering all of the data into the lead record, tap Save to save this new lead record.