As a user, you may find you need to add a lead manually. This is done easily from the Lead Manager Screen and selecting New Lead.
How to Add a Lead
New Lead button
Go to My Leads > select the appropriate Workflow in the desired Record Type.
Select New Lead from the Tool Bar or the Right-Click menu.
Fill in the appropriate lead field data. The fields visible are configured based on which has Quick Add/ Edit enabled.
To work the lead right away select Save and Open.
Save and Add New – this saves your new lead and brings up another empty add New Lead modal to fill out.
Save and Close – this saves your new lead and brings you back to your My Leads (LMS) page.
Additional Features with add New Lead
Select the appropriate Marketing Channel, Lead Source or Campaign within Lead Details section, based on your business rules.
Note: If you don't know which marketing information to add, be sure to check with your Sales Manager/ Marketing Team.
Workflow – Defaults to the first status within your Record Type which is configured as a system status of New Lead.
You can also select an Action from the Add Lead page as well if you already know the disposition of the call.
Add Lead page
Under Lead Assignment, you can either assign the lead to yourself, a Branch, the Corporate Level or even to another user.