Click on the Select Job: prompt at the top of the main window, and select "(Add New)". This will open the Edit Job form. This form prompts for general information about the lead.

See the Lead / Follow-Up tab of the Edit Job form topic for information.

Fill in the prompts in the Lead / Follow-Up tab.

Click OK to go to save your entry.

To edit the lead again in the future, select it from the Select Job: prompt at the top of the main window, then select Edit Lead from the Contact menu on the left.

Sales leads and customers with the Call Back box checked appear in the Contact List.

You check the Call Back box in the Lead / Follow-Up tab of the Edit Job form.

See How To I... Track Job Leads? for more information.

Sale leads with the Call Back box checked and the Lead Status set to "Appointment Scheduled" appear in the Appointment Schedule.

You check the Call Back box checked and set the Lead Status in the Lead / Follow-Up tab of the Edit Job form.  

See How To I... Schedule Appointments? for more information.