Overview
SalesExec allows users to manually add new leads directly into the system when leads are received outside of automated posting methods. This feature is commonly used for walk-ins, phone calls, referrals, offline campaigns, or any situation where lead data needs to be entered by a user instead of being submitted through an external source.
Key Functionality
Create a new lead record manually within SalesExec
Capture required and optional lead information
Apply default values such as lead status, source, or owner
Trigger automated events and workflows upon creation
Validate lead data to support duplicate prevention and reporting accuracy
How to Use This Feature
Log into SalesExec and navigate to the Lead Manager Screen - click My Leads, then select the appropriate Workflow name.
*Please note that Record Type and Workflow names are customizable - what you see in the My Leads navigation menu will differ from this screenshot.
Click the New Lead button on the top toolbar.
Fill in the appropriate lead data for your available lead fields.
You will be required to add a Lead Source in the Lead Details section before you can save the new lead record.
Once you've added your data and Lead Source, you can view your Save options by clicking the green dropdown button in the top right. The three Save options are:
- Save & Open - Saves the lead opens the new lead's details page.
- Save & Add New - Saves the lead and opens another Add New Lead page.
- Save & Close - Saves the lead and takes you back to the Lead Manager Screen.
Best Practices
Enter accurate and complete information to ensure proper routing and automation.
Use standardized values for lead source and campaign fields to maintain clean reporting.
Avoid free-text variations for structured fields whenever possible.
Confirm ownership and status align with your sales process.
Use manual lead entry sparingly when automated lead posting is available.
Troubleshooting
If the lead cannot be saved, verify that all required fields are completed correctly.
If automation does not trigger, confirm the lead meets workflow criteria.
If duplicate warnings appear, review existing records before proceeding.
If assignments are incorrect, check default assignment rules and automated events.