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Creating Leads Manually

Last Updated: Aug 16, 2016 10:08AM EDT
 
Overview
Apart from the leads that are created automatically through landing pages and other sources, you are also able to create leads manually within Lead Management. From the Leads tab, you can manually create new leads individually or create multiple leads at once.



 
Create a New Lead
Select New Task.

Create a subject and description for the lead in the designated boxes.



Select a Follow Up Date.



Select a Lead Stage from the dropdown.



Select the Source of the task from the dropdown.



Choose which user is assigned the lead.



Choose the contact to assign the task. If the contact already exists, click Select a contact and search for the contact by last name, company, or email address. If the contact does not exist, click Add a new contact and add the information for the new contact.



Once you have finished creating the lead, click Save & Close.

 
​Create Multiple Tasks
Select Multiple Tasks.

Create a subject and description for the lead in the designated boxes.



Select a Lead Stage from the dropdown.



Select the source of the task from the dropdown.



Choose how the follow up date is decided for the contacts. To spread out the follow up dates, select Spread tasks over multiple days and choose the number of tasks per rep per day and the start date for the tasks.



To have all leads with the same follow up date, select Tasks due on a specific date then enter the date.



Use one of the three search options to choose the contacts that you will assign the lead. You can:
 
  • New Search: Create a new search. For assistance creating a search, see the article on Creating an Advanced Search.

  • Copy search results from Contacts tab: If you have previously run a search on the "Contacts" tab, you can add the results to this task.

  • Saved Searches: Select a previously created Saved Search from the dropdown.



Click Add task to all contacts when done. If you only wish to add the task to only some contacts from your search results, check the box on the left of the contact and click Add task to selected contacts.
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