To add items to a lead

1. From the home page, choose Sales and then Leads.
2. Choose the Leads tab.
3. Find and select the lead by using the search window or create a new lead. For more information see How to: Add a Lead.
4. Select the Items tab.
5. On the toolbar, select the Add Item button and choose an option.
   

   	Types	Example use	Special note
   	Delivery	Mats, Towels & Air fresheners	Appears on the manifest
   	Service Only	Cleaning	Appears on the manifest
   	Static	Towel cabinets, CCTV Camera & hygiene bins	These will not appear on the manifest
   	One-Off	Installation charges & Logo Design	These will not appear on the manifest and are invoiced once only

6. Click on the select button    to select the stock item to add
7. Fill out the remaining details, including the Quantity and Each Cost.
8. Click Save.

 

You can now generate a quote for the Lead, see How to: Generate a quote for a Lead.