To open the Lead manager: From the Contacts menu, click Leads.
In some cases you may want to add a lead manually. For example you may have phone enquiries regarding listing ads in a newspaper. You can enter these new leads in the Lead manager to isolate them from the rest of your contacts until you have followed up with them.
Note: Creating a lead requires a minimum of a first or last name, and a phone number or email address.
To enter a new lead
From the Lead manager, click the Add new lead action menu item.
From the Source dialog box, select the Source of the lead.
Tip: Adding the lead's source will help you determine which lead generating methods are bringing in the most leads.
Click OK.
From the Detailed contact entry - Add new contact page, enter the lead's information. For more information, see "Adding a new contact".
Click OK.
The contact will appear in the Lead manager, ready for follow-up or to have an action plan applied.