Create or edit a lead

In Microsoft Dynamics CRM, you use leads to keep track of business prospects that you haven't yet qualified through your sales process. A lead can be someone you’ve never done business with before, or it could be an existing client. You might get leads from different sources, such as advertising, networking, or email campaigns.

On this page:

Create a lead

Edit a lead

Additional considerations

Tips and tricks

Typical next steps

Create a lead

  1. Go to Sales > Leads.

  2. Click New.

  3. In the Summary area of the Lead screen, type your lead’s company and contact information.

  4. In the Details area of the Lead screen, type information about your lead’s industry and preferred contact method.

  5. Add any notes and activities (for example, phone calls or emails) related to this lead. More information: Keep track of notes, tasks, calls, or email with activities

  6. Click the Save button on the bottom right of the screen.

Edit a lead

  1. Go to Sales > Leads.

  2. Click the lead you want to edit.

  3. Add any extra details you have about your lead.

  4. Click the Save button on the bottom right of the screen.

Additional considerations

Applies To

Dynamics CRM 2013

Dynamics CRM 2015

Dynamics CRM 2016

Dynamics CRM Online