Use the Add Lead window to:
Add information about a new prospect and its contacts
Assign a status to a lead
To do this task
If you haven't done so already, open the Add Lead window.
Choose Company > Lead Center.
Click the New Lead icon.
In the Name field, enter the prospect's name.
Note: Each lead must have a unique name. If you've already used the name, change it slightly by adding a character or number.
(Optional) Set the lead status. Click the Status drop-down arrow and select an option.
Use the Company and Contacts tabs to enter information about the prospect.
Note: After you enter one or more locations in the Location field, you can click the Main Address drop-down arrow and select from the locations you've entered.
Enter information for multiple contacts
You can enter multiple contacts for each lead. To add additional contacts:
Click the Contacts tab.
Click the Add Another button.
Enter information in the appropriate fields.
(Optional) To change a field label, click the drop-down arrow next to that field and select an option.