Service Manager
How to: Add a Lead
Sales > Managing Leads > How to: Add a Lead

To add a new lead

  1. From the home page, choose Sales and then Leads
  2. Choose the Leads tab
  3. Choose New on the toolbar
  4. Enter a name, address and any other information. Then click Save.

 

You can now add items to the lead, see How to: Add Items to a Lead