You create and maintain lead/contact records on the Manage Leads and Contacts screen.

1. Click CRM & Contracts > Resources > Leads and Contacts > Manage Leads and Contacts.
2. Click New.
3. On the header, complete the following fields:

   Field	Description
   Lead / Contact ID	Enter a unique ID to identify the lead/contact, or leave this field blank to have Costpoint automatically assign an ID if the Auto-Assign Lead/Contact IDs check box is selected on the Configure Contract Management Settings screen.
   First Name	Enter the lead/contact's first name.
   Last Name	Enter the lead/contact's last name.
   Qualified Stage	Valid options here are New Lead, Qualified, and Disqualified. Since this is a new lead record, select New Lead. You can revisit this record and change the selected stage once you have determined that the lead is a valid contact (Qualified) or if you are no longer pursuing the lead/contact (Disqualified).
   Lead Status	Select Active or Inactive. Since this is a new record, select Active at this point. You can change this status at a later time if you decided to stop pursuing the lead/contact.
   Owner ID	Enter or select the employee who is primarily responsible for the relationship of the lead/contact. The name of the selected employee displays in the Owner Name field.

4. Accomplish the subtasks.
   Attention: See the topics in the Subtasks of the Manage Leads and Contacts Screen section of the online help for more information on populating these subtasks.
5. Click .