Changes

'''[http://smartsimpleThe simplest way of creating a lead is to type it in.com/files/113/f102251/Creating_a_New_Lead_Manually_viewlet_swfThis is the method you would use for business cards, paper, request for information etc.html View It Here]'''

1. Click the '''My Leads''' tab. 2. Click the '''New Lead''' tab. The duplicate checking window is displayed. [[CategoryImage:Man.png]] 3. Enter the '''lead information'''. 4. Click '''submit'''. If no similar leads are located in the system, the '''New Lead''' page is displayed. [[Image:Man2.png]] You use this page to setup and manage the lead. 5. Complete the details of the lead. * Set the lead status from the '''Status''' combo box. The default status for a new lead is not contacted. When you first contact the lead you will change the status. [[Image:Man3.png]] * The '''campaign''' box is used to context a lead to a specific lead generation process, perhaps a trade show, marketing activity, or your own name. This list will change from time to time as new marketing activities are undertaken. [[Image:Man4.png]] * The top fields are all company related, but only the company name is required.* The bottom set of fields are contact related, no fields are mandatory in this section.* You can use the lookup icons to access additional information about the lead company or contact. [[Image:Man5.png]] 5. Create the following Lead: [[Image:Man6.png]] 6. Click the '''Save''' button. [[Image:Man7.png]] * The lead is saved but still editable.* The '''Convert to Company''' button has been added to the page. You will use this button later when you have a well-qualified lead. [[Image:System ManagementMan8.png]] * The '''Notes''' section is also enabled.   [[Category:View ItSystem Management]][[Category:Sales Tracking]]