Adding a Lead Record

A lead is usually a person (but could be an entire company) who is a potential contact; someone you are trying to establish a relationship with.

Once you qualify your lead, you should proceed to the conversion stage. To learn more about converting a lead record, see Converting a Lead Record to a Contact, Company, and Opportunity Record.

Add a Lead Record

1. From the + Add menu, select Lead.
   

2. Complete all the required information.

3. Click Save.