Adding a Lead

Use the Insert Lead dialog box to add a new lead to the Infor CRM Web Client.

To add a new lead:

From the New menu, select Lead.
Click (Edit) in the Name field.
The Edit Name window opens.
Complete the remaining lead information fields.
Click Look for Matching Records to search the database for leads, contacts and accounts that have matching information.
1. If there are no potential matches, click OK to close the dialog box and continue entering lead information.
2. If there are potential matches, the Search for Duplicates dialog box opens.
3. If you want to have the system search for potential matches in the future without having to click the Look for Matching records button, select the Automatically search after Phone is filled in check box.
The Matching Leads window is displayed. If a matching record displays in this window, you can open the matching record to see if the lead, contact, or account is the same as the lead you are entering.
Execute one of these steps:
- To save the lead and close the view, click (Save).
- To save the lead, and then enter a new lead, click (Save & New).