Leads - Create New

Leads - Create New

Both from the rangeContactsvia the symbolas well as in the areaLeadsvia the buttonA new lead can be created. From the Leads pane, you always jump to the Contacts area takes place.

The lead creation starts with selection- this opens the mask of the lead system.

Customer

In this area, the contact information is repeated to ensure that the lead is created for the correct customer.

Source

The availableSourcesare to selection.

Subject and Note

The information entered here is provided as information inLeaddeposited.

Resubuen

After selecting date and time, the resubmission is set - this controls theDueand, if applicable.Escalations.

Storage

AboutThe lead is created.

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