Creating a Lead from the Leads Module
In the Leads module, select +New to start the process of manually creating the Lead record.
Enter the Lead's information into the fields in the New Lead form.
Note: Last name is a mandatory field for Leads.
Mandatory fields will be highlighted in red if a value is missing. You can have multiple mandatory fields for Leads in your Maximizer environment.
Once you have entered all of the information for the Lead record, click SAVE.
New leads will be set at the Unqualified Lead stage in the Leads module by default.
- Notice in the column setup, the newly created lead will display its creation date and time. The Close date will fill when the lead is eventually converted to a customer or archived as a cold lead.