Adding a Lead

Use the Insert Lead dialog box to add a new lead to the Sage SalesLogix Client.

  1. On the New menu, click Lead.
  2. Click in the Name Edit button.

    3. The Edit Name dialog box opens.

  3. Complete the remaining lead information boxes.
  4. Click Look for Matching Records to search the database for leads, contacts and accounts that have matching information.
    1. If there are no potential matches, click OK to close the dialog box and continue entering lead information.
    2. If there are potential matches, the Search for Duplicates dialog box opens.
    3. If you want to have the system search for potential matches in the future without having to click the Look for Matching records button, select the Automatically search after Phone is filled in check box.
  5. Do one of the following:
  6. To save the lead and close the view, click Save.
  7. To save the lead, and then enter a new lead, click Save & New.

Related Topics

Leads Overview

Deleting a Lead

 

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