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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, view the Converting a Lead Record to a Contact, Company, and Opportunity Record article.
To Add a Lead Record
- From the + Add menu, select Lead.
- Complete all the required information.
- Click Save.
In S-Release, you can also add leads from the References tab of a candidate record.
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