Uploaded Company/Agency OR Prospect

Step1: Search

Existing record OR Go To step2 for new record

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Step2: Company/Agency Details

Create New / Update record

Name

Address

City State-Zip

Sales Division

Industry Category

Type

 

Salesperson

Location

Source Information

Web Site

Step3: Contact(s)

Create New / Update

Salutation

First Name

MI

Last Name

Title

Address1

Address2

City State-Zip

Tel No -

Fax -

Email

Edit History

Step4: Click on

New Lead/Opportunity | Task