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Create or edit a lead
When to use it
Use this guide when you need to create or edit a lead.
Before you start
- Open Lead from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
A potential customer and its contact information are recorded.
Lead actions change prospect details and follow-up history. Conversion creates the customer handoff and limits further lead edits or deletion.
Steps
- Open Sales → Lead and select Add Lead.
- Complete Company information, including the name, category, location, priority, tags, value bucket, and owner as appropriate.
- Complete Contact profile, then select Create Lead.
- To correct an existing lead, open its details, choose Edit Lead, update the information, and select Save Lead.
Screenshot to add: Lead: create or edit a lead. Capture filename: images/create-or-edit-a-lead.png.
Restrictions
Creation and editing need add/edit access to leads. Check for an existing company before creating another lead.
If something went wrong
After an unclear Create Lead, find the business in Leads before creating another. For wrong saved company/contact fields, open the existing details and use Edit Lead → Save Lead.
If the lead has already been converted, ordinary lead editing is not a way to reverse conversion. Follow Conversion recovery and correct the resulting customer through its own profile guide.
Check the correction
Check the intended lead's company, contacts, owner and status. Confirm staff will use the reviewed existing record instead of an unintended duplicate.