Quick Lead Entry

Quick Lead Entry gives SalesNOW users the ability to create a new lead, company, and contact record quickly and effectively in one easy step. To create a Quick Lead simply:

1. Tap Leads on the tab bar.
2. Tap Menu in the top left corner of the screen.
3. Tap Quick Lead Entry . (See Creating Records)
4. To associate the lead to a specific contact, tap the Contact field and type the new contacts first and last name
5. To associate the lead to a specific company, tap the Company field and input the new company information
6. Once you have completed entering all of the data into the lead record, tap Save to save this new lead record.

See Also:

Creating Records

Viewing and Editing Records

Deleting Records

Restoring Deleted Records

Managing Records