Adding a Lead

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

To add a new lead:

  1. Select Lead from the New menu.
  2. Click Edit in the Name field. The Edit Name window is displayed. See Adding or Editing Name Information
  3. Complete the remaining lead information fields. See Lead Information Fields.
  4. 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 window and continue entering lead information.
    2. If there are potential matches, the Search for Duplicates window is displayed.
    3. To perform system search for potential matches in the future without having to click the Look for Matching records, 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 view the matching record to see if the lead, contact, or account is the same as the lead you are entering.
  5. Click Save to save the lead and close the view.
    Note: To save the lead, and then enter a new lead, you can click Save & New.
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