You have a few options to create Creating new leads in e-manage|ONE . Please note: All leads are required to be linked to can be done through a few different options. It's important to keep in mind that all leads must be associated with a company and contact. If there is unknown information for the lead, simply enter TBD and update once the info is retained. See the options below to create leads. 1. Create a Company & Contact then click New Lead you don't have all the necessary information, you can simply enter "TBD" and update the record later. Here are the three options for creating leads:
1.First, you can create a new Company and Contact record, and then click on the "New Lead" button to create a lead associated with that company and contact.
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2. Search (left toolbar) > Select Contact > Type Contact Name > Click Another option is to use the search function in the left toolbar to find a contact, select that contact, and then click on the "New Lead from Contact Profile" button.
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3. In You can create a lead record from any grid , by right-click >Select Actions > clicking and selecting "Actions" and then "Create a Lead Record." This will allow you to create a lead and associate it with a company and contact.
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