Manually Registering a New Lead

You can register a new lead via the Leads page in your portal. Follow these steps:

  1. Navigate to the Leads or Registered Leads page in your portal. 
  2. Click Register New Lead > New Lead.
  3. Complete the Lead Registration form for your new lead.
  4. Click Register.
    • This new contact will now appear under your Contacts and under Registered Leads.
    • The system will check to see if there are any duplicate contacts or leads matching the information you provided.
      • If the provided email address is a duplicate, the system will pull in the existing contact information for the new lead.
      • If the lead information already exists, the system may block your request to create the new lead. Questions regarding this issue can be directed to your supplier point of contact.

Here are some tips about lead registration:

  • If the data is required by your supplier, you will not be able to complete the registration until all the fields are completed.
  • You can update a registered lead with a status via Contacts or Leads > Registered Leads > Update Status.
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