Create a lead to record a new customer request before it becomes a quote, job, or order.
Create a lead from Requests
Open Requests from the left navigation.
Select Create Request.
In Select template for lead, select a form template to use its fields, or select Create new lead to use the default form.
Between creates the lead and opens its detail page.
Complete the service and contact fields supplied by the selected form.
Select Save in the form section.
Change Lead Title if needed, then select its Save button.
Under Customer, add or change the customer and contact information when needed.
The selected template determines which service, contact, address, date, and attachment fields appear.
Create a lead from a customer
Open Contacts and select the customer.
Select Create in the customer header.
Select Lead.
Choose a form template or select Create new lead.
Complete the lead information and select Save.
The customer is added to the new lead automatically.
No form templates are available
Select Create new template in the template window. Create and save a contact-form template, then return to Requests and start the lead again.
What happens next
The lead appears in Requests. From its detail page you can update its status, department, tags, assessment, notes, files, and customer communication.