Create a lead

Create a lead

1. Click the Open icon.
2. Type leads in the Filter field.
3. Click the Leads list item.
4. Click the OK button. The Leads (Filter in Place) form opens.
5. Click the Filter in Place icon.
6. Click the New icon.
7. Type [your initials]? in the Lead field.
8. Type New racing bike product line in the Description field.
9. Click the Campaign drop-down arrow.
10. Click the [your campaign number] list item.
11. Click the Source drop-down arrow.
12. Click the Campaign list item.
13. Click the Status drop-down arrow.
14. Click the New list item.
15. Click the Salesperson drop-down arrow.
16. Click the BJS list item.
17. Click the Save icon.
18. Write down your Lead number _________________.
19. Click the Close (X) button on the Leads form

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