Create a Lead The first step in selling is to find customers. Here's how to create a lead to help you do just that. 1. Click the Lead tab. 2. Click New. 3. Create a lead record for your potential customer by entering the lead's name, company, contact information, associated status, and other relevant information. Note: Wondering how to detarmine lead assignments? Some companies assign leads automatically, such as by assigning leads to owners based on the lead's geographical location. Other companies initially assign all new leads to a queue. Your Salesforce administrator will set up a lead assignment process that works for your company