Please refer this section.

Ensure one of the two editor is free.

Click on New -> Lead menu.

Lead form as shown above will be loaded in the free editor.

Observe fields marked with a *. Example: Description *. These fields are mandatory.

Description *: Key in the Lead description. Example: Supply of Water Treatment Plant.

Date *: Select the date on which the lead was booked. To use a date picker control, refer this section.

Contact *: Select the Contact associated with this Lead. To use an Entity Selector Control, refer this section.

	Note
	You must have already created the Contact record you want to refer. To create a new Contact record click 'New -> Contact' menu.

Industry *: When you select a Contact, as above, Industry field is automatically populated if it is blank/ empty. You can override Contact Industry by selecting one.

Lead Source *: Select the Lead Source.

	Note
	To create a new Industry record click 'New -> Industry' menu.

Potential/ Worth *: Key in the Potential or Worth of this Lead. When you Win the Lead, this number will be treated as the Order Value.

Booked By *: Select the Employee that booked the Lead.

	Note
	To create a new Employee record click 'New -> Employee' menu.

Status: Click On 'Status' Tab and select 'Active' as the current Lead status. Refer Glossary for more details of Lead Status.

Documents: Click On 'Documents' Tab to attach Documents pertaining (if any) to this Lead.

	Note
	To create a new Document record click 'New -> Document' menu.

Action: Click On 'Action' Tab to record actions taken (or yet to be taken) in connection with this lead.

	Note
	To create a new Action for this Lead, right click on the Grid.

Notes: Click On 'Notes' Tab to further describe this Lead.

Press Save. If your input data is valid, Business Manager will Save the Lead.

Please refer this section.

Ensure one of the two editor is free.

Click on List -> Lead menu.

Locate the Lead that you wish to edit. Click on it and the row will be highlighted. Right Click and press 'Edit Lead ...'.

Make changes and press Save. If your input data is valid, Business Manager will Save the changes.

Please refer this section.

Ensure one of the two editor is free.

Click on List -> Lead menu.

Locate the Lead that you wish to delete. Click on it and the row will be highlighted. Right Click and press 'Edit Lead ...'.

Review the Lead and press Delete.