Add a New Lead

A lead is a prospect contact or unqualified contact that you plan to cultivate to help your firm find new opportunities and, ultimately, new projects. As you begin the business development process, you can add a new lead in the Contacts hub without associating a firm or other records to the lead. You can also include leads in activities and marketing campaigns.

To add a new lead:

1. In the Navigation pane, go to the Hubs section and select Contacts.
2. Click + Add Contact next to the contact search field to display the Add Contact form.
3. Enter the lead's information. This may include an associated Firm Name and Address, as well as an Opportunity Name. You can enter the firm and opportunity information directly on this form without creating records in the Firm or Opportunity hubs. Then, if you choose to qualify the lead, the firm and opportunity information is applied to create new records in those respective hubs.
4. In Qualified Status, specify the contact's status. A default status is established on the Defaults tab in My Preferences. For example, if the default status is set to New Lead, this indicates that all new contacts when entered will default to the "lead" phase without an associated firm or other records. As you work with a contact and your relationship evolves, you can change the status to one of the other settings, including:

   Option	Description
   New Lead	The contact is a new lead, which is a contact with whom you would like to develop a relationship.
   Qualify Contact	Based on your firm's business rules, the contact is worth pursuing or is one with which you already have a relationship. When you save a newly qualified contact, the Qualify Contact dialog box displays. Use this dialog box to qualify the contact, and create a new firm or opportunity record to associate with the contact. You can then associate the qualified contact with a marketing campaign.
   Disqualify Contact	The lead should not be pursued, so you opt to disqualify the contact. When you select this option, the Status Reason field displays and you must specify the reason for disqualification The reasons that are available are defined by your administrator.