Contracts
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      1. Ad Sales Genius Knowledge Base
      2. Sales
      3. Contracts

      How to Enter a Lead

      A lead is defined as a prospective account. A lead converts to an account once a contact is won.


      1.  To enter a new lead from anywhere in Ad Sales Genius, click on the + sign from the navigation panel.
      From anywhere in Ad Sales Genius, click on the + sign from the navigation panel.

      2. Click on Account or select shortcut Option+A.

      Click on Account or select shortcut Option+A

      3. Select Lead & Account from the New Account window.

      Select Lead & Account from the New Account window.

      4. Type in the name of the new account and all company information.

      Type in the name of the new account and all company information.

      5. Click on Add Contact to a Contact's information

      Click on Add Contact to a Contact's information

      6. Proceed to enter all the contact's information and anything else you need to notate about your new lead. 

      Proceed to enter all the contact's information.

      7. Finally, click on Create to create your lead. Once the lead has a won contract, it will then convert to an account.

      Finally, click on Create to create your lead. Once the lead has a won contract, it will then convert to an account.