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Enter new sales leads

Before entering a new sales lead, be sure to check if the lead already exists as a customer or sales lead in the system. Follow the search procedure above. If you create a new sales lead that is already in the system, it will be hard to merge the new information you enter with the existing information. Once you know this is a new sales lead, you can enter it by simply going to sales lead and selecting "New Lead". You can also enter a new lead by selecting the menu item called "New Item" and select Lead or simple select ctrl-alt-L.

Once you create the new sales lead, enter all the information you can. The Company field can also be used for the person's name if service will be for a private party.