# ContactLeads

To create a contactlead, enter the following information:

ContactLead Information:
- First Name. Enter the contactlead's first name.
- Last Name. Enter the contactlead's last name.
- Account Name. From the drop-down list, select the name of the related account.
- Lead Source. From the drop-down list, select how the lead was generated.
- Campaign. Enter the name of the associated campaign, if applicable. To select a campaign from the Campaigns list, click Select and then click the campaign name in the list.
- Office Phone. Enter the contactlead's work number.
- Mobile. Enter the contactlead's mobile phone number.
- Home. Enter the contactlead's home phone number.
- Other Phone. Enter the alternative phone number, if any.
- Fax. Enter the contactlead's fax number.
- Assistant. Enter the assistant's name.
- Assistant Phone. Enter the assistant's phone number.
- Account Name. Enter the account name associated with the contactlead; alternatively, click Select to choose from the existing list of accounts.
- Lead Source. From the drop-down list, select the source that generated the lead, such as direct mail or trade show.
- Title. Enter the contactlead's business title.
- Department. Enter the department to which the contactlead belongs.
- Birthdate. Click the Calendar icon and select the contactlead's birthdate.
- Reports To. Click Select and select the contactlead's supervisor from the ContactLeads list.
- Sync to Outlook. If you have installed Sugar Plug-in for Microsoft Outlook, select this box to synchronize this contactlead information with Outlook.
- Do Not Call. Select this box to add the contactlead to the Do Not Call list. This is to ensure that the contactlead is not targeted during campaigns.
- Assigned to. Select the individual who is responsible for communicating with this contactlead. By default, you are assigned to the contactlead.

  Email Address(es): Enter one or more emails addresses for the contactlead and mark it as Primary. If an email address is incorrect, select Invalid to mark it as incorrect. If you sent out campaign emails this contactlead and the individual chose to opt-out of receiving them, select Opted Out.

  Address Information: Enter the primary address and other address information. To copy information from one section to the other, you can enter the address information on either one of the sections and click the arrow buttons. If you select a contactlead from the ContactLead's list, the system automatically enters the address for you. However, you can edit this information if needed.

  Description: Enter a brief description for the contactlead.

  Portal Information:

  - Portal Name. Assign a user name to allow the contactlead to access your Case portal.
  - Portal Password. Enter a user password for the contactlead to access the portal.
  - Confirm Portal Password. Enter the password again to confirm it.
  - Portal Active. Select this box if the portal is active.
  Click Save to create the contactlead; click Cancel to return to the ContactLeads Home page without creating the new contactlead.