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You are here: Leads > Creating a new lead
Creating a new lead
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Right-click or hover over New and click New Lead from the pop out list.
- The Lead Duplicate find screen is displayed. Enter the first few letters of the lead company name, and the lead person name.
- Click Enter Lead Details. Sage CRM searches for possible duplicate lead records. For more information on Deduplication, see Preventing duplicate entries.
- If a potential duplicate lead record is found, a warning is displayed.
- To create the lead record regardless of the warning, click Ignore Warning and Enter Lead.
- To return to the Lead Duplicate find screen to change the new lead details, click Back to Lead Entry.
- If no duplicate lead record is found, the New Lead page is displayed.
- Complete the lead fields and click Save. The Lead Summary page is displayed.
- When a lead is created, you can:
- Add notes to leads from the Notes tab.
- Add and view communications linked to the lead from the Communications tab.
- Track changes made to the Lead record from the Tracking tab.
See Also:
Creating a lead from My CRM
Matching a lead to an existing company
Searching for an existing lead
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