Leads

To create a lead, enter the following information:

Email Address(es): Enter one or more emails addresses for the contact and mark it as Primary. If an email address is incorrect, select Invalid to mark it as incorrect. If you sent out campaign emails this contact and the individual chose to opt-out of receiving them, select Opted Out.

Address Information: Enter the primary address and other address information. To copy information from one section to the other, you can enter the address information on either one of the sections and click the arrow buttons. If you select a lead from the Lead list, the system automatically enters the address for you. However, you can edit this information if needed.

Description: Enter a brief description for the lead.

Click Save to save the new lead information; click Cancel to return to the Leads home page without saving the information.