How to Create a Lead

To Create a Lead

1. Click on the Plus icon  on the top bar and select Lead.
2. Fill out all required fields (these fields are labeled with a red dot) and any other desired information in the New Lead window.
   • Note: You can first fill in the zip code and the State, City, and County will auto-fill.
3. Click Save. The Lead has been created. The New Lead window will close and you will now see the newly created Lead record.

Note: Only ADT Dealers will see the Precheck Section.