Create a lead and record the customer context

Create the record

1. Open Create Lead

   Navigate to /lead-insert. The form has Company Info and Primary Contact sections.

2. Identify the company and owner

   Enter Company. Select a Sales Representative, or leave None if the record should remain unassigned. Choose Priority: Hot, Warm, Normal or Cold. Normal is the initial selection.

3. Record qualification and attribution

   Enter Opportunity Size when known. Choose Lead Status and Source from the configured lists. Source initially selects Self Generated when that source is available; replace it when a more specific source applies.

4. Enter the address and contact

   Fill Address, Address 2, City, State and Zip Code. Under Primary Contact enter First Name, Last Name, Phone and Email. Check the phone/email formatting before saving.

5. Create and open the resulting lead

   Choose Create, then open /lead?LeadID={id} for the created record. Confirm the person, company, owner and source. Review any potential-duplicate warning before proceeding.

6. Add context after creation

   Use Notes → Add Note for the conversation and next action; set Follow Up Date and choose Save Note. Use Contacts → Add Contact for other people. These are related records added after the lead exists, not fields on the initial insert form.