Help Site

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.

1. Confirm interest in product

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

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

2. Create lead in Salesforce

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

3. Assign lead an owner

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

You are done. Great job!