Add a New Lead Record

Use the Lead Info Center to create new lead records. Each lead record must have a unique identifier.

If Vision detects possible duplicate records during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To add a new lead record, complete the following steps:

  1. From the Vision Navigation menu, click Info Center > Leads.
  2. Click New and select New Lead to open a new lead record.
  3. Enter a unique identifier and specify the remaining lead information on the tabs of the Lead Info Center form.
  4. Click Save.
Parent Topic: Procedures