New Leads

The sales process supported by the CRM has been divided into the following steps:

Leads are your first contact to a prospective customer. You may collect leads from your marketing activities such as trade shows, advertisement, presentations etc. Probably, most of your leads will not lead to a business.

	Tip
	If you click [New Lead] at the Quick-Create menu, you are offered a quick entry menu for leads, but only for name, company, phone and e-mail entries.

If you want to collect more detailed lead information, you may click the [Sales] tab at the navigation area shown in figure: Top Area. Use the plus icon to open the edit view for a new lead as shown in figure: New Lead. Now you can enter all the lead information you have.

	Important
	Entry field marked by a "*" are mandatory.

Click [Save] to send your entries to the CRM system.