Creating a New Lead

The Leads form contains both Account and Contacts information. Upon conversion these will be saved on the appropriate record. 

How to Create a new Lead

1.  Select Leads from the Object Navbar.

2.  Click on New Lead button from the Action bar.

A new Leads form is opened and some default fields are pre-populated.  The form is organized by section, Lead information, address information, other information.

3.  First name, Last Name and Account Name are all mandatory fields by default.  Required fields are denoted by (*) asterisk.

4.  Enter values for system-defined fields.

Enter Account-related fields such as Sales potential, Employee, website, etc.

Enter Contact-related fields such as Job title, Department, Email Address, etc.

5.  Enter values user-defined fields, if applicable.  All User-Defined Fields are setup and configured by the Administrator.

6.  Enter values for Comments, if desired.

7.  Select Mailing list, if desired.

8.  A very important contact field is the "Exclude from Mailings".

Enable the checkbox, if applicable.

This fields identifies this lead for mailing purposes. If enabled, this lead will not get any emails or correspondence by default. However, iEnterprise CRM automation provides an option to ignore this field per user preference at the time of mailing.

9.  On the Photo field, click Browse to access the directory and select a file. File is a picture file and recommended to be either in .jpg or .png format.

10.  Click Save.  The contacts form closes and contact record is now displayed on the Contacts List and under the Contacts section of the associated account.