Capture a new pre-sale opportunity. Add contacts and notes after the lead is created.
Select all services this enquiry may need.
Add services in Settings → Services first.
At least one service is required. The first selected is stored as the primary for legacy reports.
Add statuses for workflow 'lead' in Settings → Statuses first.
Optional. Used in dashboards and reporting.
After creating the lead, add contacts and a starting note on the detail page.
Notes are added as activity events on the detail page in a follow-up. For now, anything here is stored as an initial-note context on the lead_created audit row.