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Manual Lead Entry Form
 
 
Lead Owner
 
 
Lead Type
When you select a lead type below, it will automatically start the entire lead followup process.  This includes creating an opportunity, sending the initial brochure email, assigning an owner (above) and sending 1 year of emails.
 
 
 
Customer Type 
Enter any new or existing customers here. If they are already a lead in the system and you enter them, the system will synchronize  the new customer record with the lead record. *Must use same email address*
 
 
 
 
ONLY Send Brochures
By selecting one of the boxes below, the lead will ONLY receive a brochure and nothing else.   If you have selected an option above, you don't need to select one of these options.
 
 

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