This activity allows you to register a new lead from an activity against a prospect or customer which is already in your database. For example you can create a new lead from a campaign activity if you want to qualify a new deal for the account.
Enter a description and other important information about the lead such as source and market etc. 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.
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As a result of this activity, a lead is created.