Leads - Create New
Both from the rangeContactsvia the symbol
as well as in the areaLeadsvia the button
A 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
About
The lead is created.