Create Lead

Use Create Lead to prompt the user to create a new lead as part of a workflow process, or to automatically create a lead with predefined values and no user input. You can use this action only with records that have been created and attached to a workflow. This means you cannot use it with primary rules.

The table below describes the Create Lead fields on the Workflow Action Details screen.


Field	Description
Type	The action to be performed.
Get Default User From	The user assigned to the lead. You can use the # symbol to add information about the current user. For more information, see Using the ## and # symbols. If you've specified a user in Assigned To, leave this blank.
Attribute	The attribute of the button on the screen. Select Hidden to automatically execute the action with predefined values without displaying it to the user.
Label for new lead	The label that's attached to the lead. You can use it in JavaScript conditions on future workflow rules to test the values of fields on that opportunity.
Order	The order of the field on the screen for this workflow rule. Set the order of a field to move it to a different position on the screen and use New Line to move the field to a different line.
Stage	The stage of the lead.
Status	The status of the lead.
Priority	The priority of the lead.
Assigned to	The user assigned to the lead. If this is blank, the user in Get Default User From is used.
Team	The team assigned to the lead.
Rating	The lead rating.
Company Name	The name of the company.
Web Site	The company URL.
Industry	A lead's industry.
Annual Revenue	The approximate revenue of the company.
No. of Employees	The approximate number of employees in the company.
Last name	The lead contact's surname.
First name	The lead contact's first name.
Salutation	The lead contact's salutation.
Title	The lead contact's job title.
Email	The lead contact's email address.
Country Code	The lead contact's phone country code.
Area Code	The lead contact's phone area code.
Phone Number	The lead contact's phone number.
Alternative Country Code	Country code for the lead contact's alternative phone number.
Alternative Area Code	Area code for the lead contact's alternative phone number.
Alternative Number	The lead contact's alternative phone number.
Address 1	First line of address.
Address 2	Second line of address.
Address 3	Third line of address.
Address 4	Fourth line of address.
City	Address city.
Zip Code	Address zip or postal code.
State	Address state or county.
Country	Address country.