Creating a New Lead

Create a new lead and associate contacts for that lead.

1. From the home screen, select Leads.
2. Create a new lead.
   
   • (Windows Mobile Professional) Select Create Lead.
   • (Windows Mobile Standard) Select Menu > Create Lead.
3. Select the Lead Type, then Next.
4. Enter a Description.
5. (Optional) Change the Start or End dates.

   The status remains Open until the the SAP system accepts the lead. Once the SAP system accepts the lead, you can edit the status.

6. (Optional) Add some Notes.
7. (Windows Mobile Standard) Select Next to continue.
8. Indicate the contacts associated with the lead.

   Option	Description
   Sales Prospect	Select one or more accounts or contacts.
   Sales Employee	Select one more contacts.
   Contact Person	Select one or more contacts.
   Employee Responsible	Select the employee responsible for the account.

9. (Optional) Select Menu > Add to add an item (product) to a lead.

   You can also search for the product by performing an online search. You must have network connectivity to perform an online lookup. If you attempt an online lookup without network connectivity, the application hangs until you are connected with the network. To continue working offline, cancel the search.

   1. Enter a Description (including the required asterisk as a wildcard).
   2. Select Search By Description. The SAP server returns all products that match the search criteria.
   3. Select a product.
10. Select Save.

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Created March 2, 2010. Send feedback on this help topic to Sybase Technical Publications: pubs@sybase.com