The Leads management system is located on your main menu. 

Loading a Lead or whatever you end up calling it, is reliant on your rep and not your customer. 

There are some smarts including - integration with the relevant governing agencies to pull business/company information, and integration with address software to ensure quality data.

Once a lead is loaded, the L1 approvers will be notified allowing you to create the lead/customer in your system if required.


NOTE: You have the ability to change the name of this page due to the varying names businesses can call this feature. Some examples include Leads/COD/Cash accounts.