In this tutorial, we’re diving into the leads tab in our sales system. This tab is where we create and manage our leads. When creating a lead, we start by entering key details such as the lead’s name, associated account, email, phone number, and title. We also have the option to include website information, address, city, and state, and select the lead category, whether it’s new, assigned, processed, converted, or recycled.

Additionally, we can input the lead’s source, opportunity amount, campaign, and client intensity, and assign the lead to a user. It’s important to provide a detailed description to give the assigned user a clear understanding of the lead. This wraps up the process of creating a lead. I hope this tutorial was helpful in understanding how to create leads.