Create a lead
A lead is a potential customer that is not yet associated with an opportunity or account.
Leads help you track all of your prospecting and outreach activities to generate new opportunities.
How (create a single lead):
- Select the Leads tab, then click New
- In the lead form, enter all of the information that you have for this lead, including contact information, lead source, industry, and any notes
- If desired, you can also rate the lead and qualify it from this page.
- When you are done, click Save
How (import a lead list using the import wizard):
- Select the Leads tab and choose Import Leads from the tools section
- Follow the instructions on the Import Wizard for Leads page to import your list