Creating Quick Lead Entry

Quick Lead Entry allows SalesNOW users to create a single lead, company, and contact in one easy step. To create a Quick Lead Entry simply:

  1. In the main tab menu or from anywhere within the application, click the Leads tab

  2. Click on Quick Lead Entry at the top right of the lead page

  3. Enter the lead's information. Press the TAB key to move to the next field or click the mouse in the field that you would like to complete

  4. Enter the contacts information that you would like to have associate to the lead.

  5. Enter new company information that will be associated with this new lead and contact

6. Enter any custom information related to the lead. (Note: the custom bar will not appear if there are no custom fields that have been added on the lead/deal document by your SalesNOW Administrator.)

  1. Click Save & Close to save this lead and display this lead record, or

  2. Click Save & New to save this lead and start entering a new lead record, or

  3. Click Cancel to not save this lead and return to the leads list. 

See Also:

Creating New Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records