Create a lead when an inquiry reaches you outside your website form or Rae website chat.
Steps
Open the sales pipeline and select New Lead.
Enter the person's contact details and the available sales information.
Review any additional fields, brand and assigned sales representative.
Save the lead. If offered, create the related event when you need an event record for the proposal, campaign or portal work.
Open Lead Details to review the saved information and choose the next action.
Avoid duplicate inquiries
If the person already has a saved website inquiry or lead, open that record first. Review and convert the inquiry through its existing controls rather than creating a second record for the same conversation.