Creating Leads Training

This explains how to create a lead in the system and how the lead becomes a customer.

Table of Contents

How is a lead different to a customer?

As you can see from the above a lead is a subset of a customer - so you will see many of the same fields.

Creating a Lead in the system

Enter a Company or Person as the parent.

You might want to check if the company (or person) does not exist already in the system before you create a lead by doing a search

Saving the company (or person) will give a search code (unless you defined one) and a card number

Once the company or person details have been added then they will populate to the lead form

Note that the Next Actions are setup as Lookups and can be maintained

Lead sources includes