What are Leads?

Leads are unqualified potential customers. Use lead qualification criteria to determine if a lead has valid information, already exists as a lead or contact, or is ready to be converted to a sales opportunity. Once qualified, a lead can be converted to or merged with a contact and account. You can also create a new sales opportunity.

Use the Lead Detail view to work with and qualify information for a single lead, or the Lead List view to work with multiple leads in a spreadsheet-type format.

The following features are available to help you manage your leads:

How Do I?

Add a Lead

Edit a Lead

Delete a Lead

Qualify a Lead

Related Topics

Contacts Overview

Accounts Overview

Opportunities Overview

Using the Lead Detail View



What's New in this Release


For a list of new features, see the What's New In This Release topic.

Contact us:

This documentation was developed by Infor CRM User Assistance. For content revisions, questions, or comments, contact the Infor CRM writers at documentation@infor.com.