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3. You can create a lead record from any grid by right-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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  1. Lastly, the quickest way to enter a Lead record when you do need to create the Company and Contact as well is utilizing the New Quick Company / Contact form.

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You can access this quick add tool from the Prospecting Tool as well as shown below:

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