Under the Details tab, enter the appropriate information.
The required text entry fields are highlighted in red and are:
- Company Name
- Street 1
- Street 2
- Sales Producer: Who produced the sale.
- Sales Status: At what stage the company/lead is in.
- Enterprise Account: The account that the lead is associated with.
- Company Type
- Company Status
You will also need to specify the Company Type from the following options:
Specify the company Account status from the following options and set it as a Lead.