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            Create a Lead in Financial Services Cloud

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Create a Lead in Financial Services Cloud

            Create a lead record to track a prospect.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions
            1. From the navigation bar, go to the Leads list view, and click New.
            2. Select the appropriate lead record type, and click Next.
            3. Enter the name, company name, lead status, and other relevant details.
            4. Save the information.

            See Also

             
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