Creating & editing a lead

Create a lead

1. From the Leads page (or Quick Create → New Lead) open the new-lead form.
2. Fill Lead Information: Name, Email, Phone, Company Name, Lead Source, Lead Status, Rating, and Industry. Secondary Email and Website are optional.
3. Add Detail Information as needed: No. of Employees, Annual Revenue, and a Description.
4. Add Address Information: City, State, Country and Pin Code.
5. Save the lead.

Lead source & status

Lead Source records where the lead came from and Lead Status tracks where it is in your process. You can type a new Lead Source Name or Lead Status Name to add options as you go.

Editing

Open any lead to edit its fields inline or via its detail screen. Changes are reflected immediately in list and Kanban views.