Create a sales lead

Overview

Before you start

[!IMPORTANT] - Role permissions: The current employee must have New permission for the Sales Lead object. - Prerequisite setup: To associate a Campaign, create and enable the target Campaign record first.

Steps

Method 1: Create a Lead manually from the list page

1. In the main menu, go to CRM > Sales Leads.
2. In the upper-right corner of the Sales Leads list page, click New.
3. On the New Sales Lead page, enter required fields such as Company Name, Name, and Mobile.
4. On the form page, click Submit.

Method 2: Create a Lead manually from a Lead pool

1. In the main menu, go to CRM > Lead Pool.
2. In the upper-right corner of the Lead Pool list page, click New.
3. Enter the Sales Lead details.
4. Click Submit. The Lead is automatically assigned to the current Lead pool.

Method 3: Create a Lead from a Campaign

1. In the main menu, go to CRM > Campaigns.
2. In the Campaigns list, click the target campaign name.
3. On the Campaign details page, select the Sales Leads tab.
4. Click New.
5. Enter Lead information. The system automatically associates the current Campaign.
6. Click Submit.

Method 4: Scan a business card on mobile

1. In the upper-right corner of the mobile home page, tap Scan. > [!NOTE] > You can also open the Sales Leads list on mobile, tap + in the lower-right corner, and select Scan business card.
2. Point the phone camera at the business card and take a photo.
3. After recognition finishes, check the name, company name, phone number, and other auto-filled information.
4. If the information is correct, tap Save in the upper-right corner.

Expected results and verification

• A new Lead record appears in the Sales Lead list.
• A manually created Lead has the Pending status and the current user as Owner.
• A Lead created in a Lead pool has the Not Assigned status and belongs to that Lead pool.

Troubleshooting

• If the operation fails, check permissions, object status, and target scope first.

[!NOTE] Glossary alignment: Auto Associate, Obtained Method, Contact Information, FAQ.

Related topics

• Sales Lead overview
• Import Sales Leads
• View Sales Lead details
• Check duplicate Lead data