Create New Lead

Owned by stephan
Last updated: Jun 11, 2024 by Stephanie Pepper (e-manage|ONE)
2 min read

Creating new leads in e-manage|ONE 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 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.

2. 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.

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.

  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.

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