View source for New Lead

From Opentaps Wiki

← New Lead

You do not have permission to edit this page, for the following reasons:

• The action you have requested is limited to users in the group: Users.
• This page has been protected to prevent editing or other actions.

---

You can view and copy the source of this page.

== New Lead == Like the “Shortcuts” menu, the “New Lead” section remains available on each page within the “Leads” category. This section allows you to add the most basic information for a new lead to your “My Leads” list. After entering the appropriate data into any or all of the available fields, click [Create] to add the lead to “My Leads”. Pressing [Create] will automatically take you to the profile of the lead you have just created. From the View Lead screen you can edit or add additional information about the lead, as well as a variety of other functions.

Return to New Lead.