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:
- Has the budget
- Has approval power
- 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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