Adding a Sales Lead

On the Leads form, select Actions > New.
Specify this information in the header section:

Lead

Specify a number or code to use for identifying the lead. This number is used to identify this record throughout the system. If you do not specify a number, the system assigns the next unique number available when you save the record.

Status

Select the current status for the lead. These are maintained on the Lead Status Codes form.

Company Name

Specify the name of the company.

Lead Description

Specify a description for the new lead.

Contact

Specify the name of the primary contact at the company.

Owner

The Partner ID of the person primarily responsible for managing the lead is displayed.

Salesperson

Select the salesperson who is responsible for the lead.

Sales Engineer

Select the person responsible for the technical aspects of the lead.
Specify this information on the General tab:

Convert Date

The date this lead was converted is displayed.

Company

The company specified in the header is displayed.

Campaign

If the lead was generated from a campaign, specify the campaign number.

Revenue

Specify the estimated value of the lead company's annual revenue.

Employee Count

Specify the number of employees at the lead company.

Industry

Select the industry that applies to the lead company.

SIC Code

Select the SIC Code(s) that are associated with the lead company's business.

Lead Source

Select the source for this lead. These are maintained on the Lead Sources form.

Last Contact Date

The last time the lead was contacted is displayed.

Last Contact By

The user who last contacted the lead contact is displayed.
On the Contact tab, specify the phone and other contact information for the main contact at the lead company.
On the Address tab, specify the address information for the lead company.
The grid on the Activities tab shows all events such as appointments, phone calls, and web conferences, associated with the lead.
Click Add Activity or Edit Activity to launch the Activities modal form, where you can add a new activity, or make changes to an existing activity.
The History tab shows the creation and update history for the lead.
Save the record.

Use the buttons on this form as described here:

Click Convert to open the Convert Lead to Company modal form.
Click Activities to open the Activities modal form.
Click DataView to open the DataView Results form, showing information related to the lead.
Click Interactions to open the Interactions form.