Help SiteSales Team Lead ManagementManually create a new lead

Manually create a new lead

Here's an example of  a checklist you can create in ScreenSteps. A great way to help employees be consistent.

You can help sales reps know what it means to confirm a lead by including requirements:

  1. Has the budget
  2. Has approval power
  3. Good fit

You can also link out to other articles if you want a sales rep to learn more about a specific item.

Click + New Lead

Select record type

Include the following information

Required item Description
Name The last name of the lead
Lead Status Open = working on it
Qualified = this lead looks promising
Unqualified = this lead is a bad match right now


Click on the lead record and follow the instructions below to change the lead's owner.

Click Change Owner

You are done. Great job!

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