1. Click the '+' sign to start a new Lead.
2. When the screen populates, select Find Lead in the upper right corner.
3. In the Search box, change Type to Customers and in the Customer Name field, enter the existing Customer’s name and click Search. When the name appears in the list below, click the blue Select.
4. Select New Lead when asked if you’d like to create a New Lead.
5. The new Lead will then populate with the current Customer’s info.
