Skip to main content

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 section.

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

kM2BQHBSr93xUW3b-drawing-9-1759908877.pngkM2BQHBSr93xUW3b-drawing-9-1759908877.png

  1. Choose a meaningful Name
  2. Specify the validity period
  3. Assign the previously selected Customer list
  4. Assign the previously created CRM Configuration
  5. If a Campaign is to be linked, assign the Campaign here
  6. Set the Status 

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 & Leads)) 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.