What it is

The leads are the people with which you have established or are interested in establishing contact within an organisation in order to turn an Opportunity into a Contract.

How it works

To create a lead click on +ADD LEAD TO THIS OPP on the Opportunity view.

If the lead you want to add to the opportunity is already registered on the company, click on EDIT AN EXISTING ONE and select the name from the drop down picklist and CONTINUE.

If the lead has not yet been registered, click on CREATE A NEW ONE and then click on CONTINUE.

And fill in the lead's form.

The lead will now be added to the Opportunity view for you to start working with it.