Create a lead
Create a lead in the Lead Management application by entering the details, such as customer name, sales stage, lead type, score, and source.
Before you begin
Role required: sales_agent
Procedure
- In the CSM Configurable Workspace, select the List
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view.
view.
Navigate to Leads > All and select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| First Name | First name of the lead. |
| Last Name | Last name of the lead. |
| Email address of the lead. | |
| Mobile Phone | Mobile number of the lead. |
| Business Phone | Business phone number of the lead. |
| Title | Title of the lead. |
| Company | Company name of the lead. |
| Stage | Current stage of the lead in the sales lifecycle. The available options are:- New - Contacted - Nurturing - Qualified - Disqualified |
| Lead Source | Channel or origin through which the lead was acquired. The available options are: - Inbound Phone - Inbound Web - Partner Referral - 3rd Party Referral - Employee Referral - List - Trade Show - Pr - Display Ad - Billboard - AI-Suggested - Other |
Select Create Lead.
A message confirms that the lead was created. To continue working on the lead, select the link in the message.
Select Refresh
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to see the new lead in the list.
to see the new lead in the list.
What to do next
Start adding more information to your lead. To learn more, see Add and view the details of a lead.
Parent Topic:Using Lead Management
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