# Leads

To create a lead, enter the following information:

- Lead Source. From the drop-down list, select the origins of the lead such as Trade Show or Direct Mail.
- Lead Source. From the drop-down list, select how the lead was generated.
- Campaign. Enter the name of the associated campaign, if applicable. To select a campaign from the Campaigns list, click Select and then click the campaign name in the list.
- Lead Source Description. Enter a brief description of the lead source.
- Status. From the drop-down list, select the status of the lead such as New or In Process.
- Status Description. Enter a brief description for the lead status.
- Referred by. If someone referred the lead to you, enter the information in this field.
- First Name. Enter the lead's first name.
- Last Name. Enter the lead's last name.
- Office Phone. Enter the lead's office phone number.
- Mobile. Enter the lead's mobile phone number.
- Account Name. From the drop-down list, select the name of the related account.
- Home Phone. Enter the lead's home phone number.
- Other Phone. Enter the lead's alternative phone number, if any.
- Fax. Enter the lead's fax number.
- Email. Enter the lead's email address.
- Other Email. Enter the lead's alternative email address, if any.
- Email Opt Out. Select this box if the lead opted to not share their email address with you.
- Invalid Email. If the lead's email address is incorrect, select this box to mark it invalid.
- Account Name. Enter the name of the account related to the lead.
- Title. Enter the business title of the lead.
- Department. Enter the department to which the lead belongs.
- Do Not Call. Check this box to add the lead's name to the Do Not Call list. This is to ensure that the lead is not targeted during campaigns.
- Assigned to. Enter the name of the individual who is responsible for the lead. To choose an existing user, click Select, and choose the person from the User List. By default, this is assigned to you.

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.