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Creating a New Lead

To capture a new lead:

Right-click on or hover over the New menu button, and select Lead from the pop out list.

Enter the details and select the Save button. When you do this the Lead Summary page is displayed.

You can add notes to leads from the Notes tab. You can also add and view communications linked to the lead from the Communications tab. You can recognize that a communication is linked to a lead by the Lead icon in the About column of the communication list. The Tracking tab shows all changes made to the Lead record using either the Progress button, or the Workflow buttons.

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