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Add New Lead: Step 1 - Details

Under the Details tab, enter the appropriate information.

The required text entry fields are highlighted in red and are:

  • Company Name
  • Street 1
  • Street 2
  • City
  • State
  • Zip
  • Country
  • Sales Producer: Who produced the sale.
  • Sales Status: At what stage the company/lead is in.
  • Enterprise Account: The account that the lead is associated with.
  • Company Type
  • Company Status

You will also need to specify the Company Type from the following options:

  • Company
  • Individual
  • Enterprise
  • Reseller

Specify the company Account status from the following options and set it as a Lead.


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