Creating New Leads

To create a new lead record, follow these steps:

1. In the main tab menu highlight the Leads tab and click the trackball

2. Click the menu button and select New Lead

3. Enter the lead's information. Scroll the trackball to the next field that you would like to complete (See Creating Records)

4. To associate the lead to a specific contact,

1. Select an existing contact by clicking the magnifying glass and clicking on 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 lead as well.), or

2. Add a new contact by clicking the green plus sign and entering the contact information, pressing the Escape key and clicking Save

5. To associate the lead to a specific company,

1. Select an existing company by clicking the magnifying glass and clicking on the company name to which you would like to associate, or

2. Add a new company by clicking the green plus sign and entering the company information, pressing the escape key and clicking Save

6. 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.)

7. Once you have completed entering all of the data into the record, click Escape to choose one of three options:

1. Save to save this new lead record

2. Discard to not save this new lead record

3. Cancel to continue working on this new lead record

See Also:

Creating Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records