Adding Leads Estimated Reading Time: 1 Minutes A lead is a prospective client tracked in Sales Manager. A lead becomes a client once its order is provisioned. Opening the Add New Lead Form Click Sales in the left sidebar to reach the Sales landing page. There are three ways to open the Add New Lead form from there: Under I Want To…, click Add Lead. Fill in the Add Lead panel directly on the Sales landing page. Click View Leads, then click Add New Lead. Completing the Add New Lead Form Contact Info Tab Enter the lead's contact information: First Name (required), Last Name, Company, Country/Territory, Address, City, State, ZIP Code, VAT ID, Phone, Fax, Email, and Language. The Salesperson field defaults to the logged-in user; change it to assign the lead to someone else. Login & Password Tab Select Enable Login to let the lead log in to the Client Portal. Enter a Login name and a Password (or click auto generate), then repeat it in Confirm Password. Note: A password must differ from the username, be at least 7 characters, contain both letters and numbers, and differ from the last 4 passwords used. Account Info Tab Set Business to indicate whether the lead is a business or an individual, enter a Referred By name, and set the Default Ticket Priority for tickets opened on the lead's behalf. Permissions Tab Set View, Create, Update, and Delete access for each Client Portal resource to Allow, Deny, or Inherit. Use Filter resources to find a specific resource. Custom Fields Tab Fill in any custom fields your instance has configured for leads. Saving Click Save to add the lead, or Save & New to add it and open a blank form for another lead. Fields marked with a red asterisk are required.