Create a crm lead
Goal
Create a new crm lead with the required parties and lines.
Who it is for
clerk
Preconditions
- You are signed in to the correct tenant.
- You have permission for this action.
Steps
- Open CRM leads → New.
- Select the counterparty and document date/reference.
- Add lines (items, quantities, prices/costs, tax as needed).
- Review totals, then Save (and Post if your process posts immediately).
Result
A crm lead exists in draft or posted state per your action.