Create leads manually

Marketplace Managers can manually create leads that come to them from outside of the marketplace.

To manually create a lead

📝 Note: This documentation page may refer to Manage > Marketplace in navigation steps. If the Manage option is not available in your navigation, click the grid icon on the top-left corner of your header and click Marketplace.

1. Go to Manage > Marketplace > Home | Leads. The Leads page appears. It displays details about any existing leads.
2. Click Add a Lead. The Create a New Lead dialog appears.
   1. Enter the product or service associated with this lead in the Application field. The field searches the product catalog based on your partial entry and suggests products that match.
   2. Enter the potential customer’s contact information in the appropriate fields. All fields are required except for Suite and Notes. This contact information is used to create a company if this lead is converted into a customer as described in Convert leads to customers.
   3. (Optional) Enter a note that describes any information relevant to the lead. This could include the source of the lead, other related products you talked about, the quantity being discussed, pricing considerations, and so on.
3. Click Save. The following events occur:
   • A message confirms the lead was created.
   • The lead’s details page appears and displays the contact information for the potential customer associated with the lead.
   • The lead is assigned the Submitted state.
   • The details page includes a link to return to the Leads page, which now includes this lead.
   • The Source column on the Leads page displays Manual for this lead.