# Sales Pipeline - Creating and Editing Leads

To be able to create leads, you must first maintain the lead definition. If you have questions about this, go to the [Tasks & CRM](https://en.wiki.dedesales.de/books/backend-tasks-crm) section.

You create leads under Sales Pipeline - Leads with the green + "Create a new lead definition".

<div drawio-diagram="2030"><img src="https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/2qtUb4WcS8oQkRx9-km2bqhbsr93xuw3b-drawing-9-1759908877.png" alt="kM2BQHBSr93xUW3b-drawing-9-1759908877.png"/></div>

1. Choose a meaningful Name
2. Specify the validity period
3. Assign the previously selected [Customer list](https://en.wiki.dedesales.de/books/backend-order-quotation-and-complaint-entry/page/customer-lists)
4. Assign the previously created [CRM Configuration](https://en.wiki.dedesales.de/books/backend-tasks-crm)
5. If a Campaign is to be linked, assign the [Campaign](https://en.wiki.dedesales.de/books/backend-order-quotation-and-complaint-entry/page/campaigns) here
6. Set the [Status ](https://wiki.dedesales.de/link/331#bkmrk-4.-status%3A)
 

##### Edit Lead Definitions afterwards

To do this, click on an existing definition and you can change the pre-filled fields. However, note that this could distort the evaluations.

##### Email Templates

In the Assistant step "Email Templates" you select via checkbox which centrally maintained email templates (see [Settings - Email Templates (Opportunities &amp; Leads)](https://wiki.dedesales.de/link/582#bkmrk-page-title)) are available in the client for this lead definition. Only activated templates are selectable in the "Email" widget in the client. From version 21 onwards.