This activity allows you to register new leads and contacts. It is also possible to register a lead against an existing prospect or customer if you want to qualify a new deal for an account which is already in your database.
Enter a description, the lead company name, contact details and other important information about the lead such as market, country, default language etc. You can also assign a process which is used to qualify the lead. When you save the lead header, a lead ID is automatically defined using the oracle number series. However, you can manually enter a lead ID before saving the header.
Note: If the person connected to the logon user has been specified as a representative, then it will be taken as the default main representative. The default turnover currency is taken from the user’s default company.
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As a result of this activity, a lead is created.