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Create or edit a lead (Sales and Sales Hub)

  • 2 minutes to read
  • Contributors
    • shubhadaj
    • Saurabh Kudesia
    • NLAllison

Applies to Dynamics 365 (online), version 9.x

In the Sales app, you use leads to keep track of business prospects that you haven't yet qualified through your sales process. A lead can be an existing client or someone you've never done business before. You might get leads from different sources, such as advertising, networking, or email campaigns.

Create a lead (Sales Hub app)

  1. Select the site map Site Map icon, and then select Leads.

  2. Select + New.

  3. Follow the process bar to enter data into fields and move the lead to the next stage.

    Note

    On new (unsaved) lead records, the Existing Contact and Existing Account fields allow you to choose any records. Once you save the lead record, these fields are filtered to show only the records that meet the duplicate detection rules to avoid duplicates.

  4. In the Summary area of the Lead form, enter your lead's company and contact information.

  5. In the Timeline section, add any notes or activities (for example, phone calls or tasks) related to this lead. More information: Keep track of notes, tasks, calls, or email with activities

  6. In the Stakeholders section, select the More Commands button More Commands button, and then select + New Connection to add a contact as a stakeholder. A stakeholder is a key contact at the account who will be involved in decision-making.

    In the Lookup Records dialog box, enter a name or select the Lookup icon to choose from a list of suggestions. When you've entered the name you want, select Add. To create a new contact, select + New. By default, the contact you add is assigned the Stakeholder role. Select the Role corresponding to the contact to select a different role such as Decision Maker or Technical Buyer.

  7. In the Details area of the Lead form, enter information about your lead's industry and preferred contact method.

  8. On the command bar, select Save.

Create a lead (Sales app)

  1. Go to Sales > Leads.

  2. Select New.

  3. In the Summary area of the Lead form, enter your lead's company and contact information.

  4. In the Details area of the Lead form, enter information about your lead's industry and preferred contact method.

  5. Add any notes or activities (for example, phone calls or emails) related to this lead. More information: Keep track of notes, tasks, calls, or email with activities

  6. In the Stakeholders section, select the Add Connection record button Add Connection record button to add a contact as a stakeholder. A stakeholder is a key contact at the account who will be involved in decision-making.

    In the Lookup box, enter a name or select the Lookup icon to choose from a list of suggestions. To create a new contact, select + New. By default, the contact you add is assigned the Stakeholder role. Select the Role corresponding to the contact to select a different role such as Decision Maker or Technical Buyer.

  7. Select Save in the lower-right corner of the form.

Additional considerations

Tips and tricks

Need a faster way to enter leads? Try one of these:

Keywords: Leads, Sales,