Leads/How to Enter a New Lead - Revision history

J.collier at 21:01, 7 June 2013

2013-06-07T21:01:30Z

J.collier at 18:15, 12 November 2012

2012-11-12T18:15:48Z

J.collier at 18:15, 12 November 2012

2012-11-12T18:15:28Z

J.collier at 17:05, 12 November 2012

2012-11-12T17:05:56Z

J.collier at 17:04, 12 November 2012

2012-11-12T17:04:29Z

J.collier at 16:19, 12 November 2012

2012-11-12T16:19:08Z

J.collier at 16:13, 12 November 2012

2012-11-12T16:13:08Z

Technowrites: Technowrites moved page Leads/Howtoenteranewlead to Leads/How to Enter a New Lead

2012-09-27T09:10:16Z

Technowrites moved page Leads/Howtoenteranewlead to Leads/How to Enter a New Lead

Technowrites: Created page with "Entering a New Lead is easy from the Leads Module or directly from your Digital Dashboard. From the Digital Dashboard, simply click on “New Lead” Quick Link on the left si..."

2012-09-26T04:46:04Z

Created page with "Entering a New Lead is easy from the Leads Module or directly from your Digital Dashboard. From the Digital Dashboard, simply click on “New Lead” Quick Link on the left si..."

New page

Entering a New Lead is easy from the Leads Module or directly from your Digital Dashboard. From the Digital Dashboard, simply click on “New Lead” Quick Link on the left side of your homepage and fill in the appropriate information.

[[File:Home.jpg|left|thumb|Home]]

# Click on “New Lead” from the Digital Dashboard.
# Fill in the Lead’s Company information on the left side of the form. On the right side, fill in the primary contact information.
#You also have the ability to save the lead to a spe-cific lead list, on the bottom of the left side of the form. On the right side you can add a note to the lead by checking box marked “Create Note"
The On-Demand Leads module allows you to import lists of leads from various sources, integrate them into your On-Demand database and easily convert a lead to an account when the lead has been qualified. <br />

Clicking on the Leads module brings you to where the leads are cataloged. Lists of leads can be imported, divided, and cataloged by your criteria. Auto Assignment Rules can also be created to automatically filter leads to specified employees during import. These lead lists are then available to their assigned owner.
<br />

::::::::::You may click on a Leads List title to view a listing of leads from that lead list. You may then click on an individual lead name to view detail about that lead.<br />
::::::::::[[File:Detaillead.jpg]]

@@ Line 1: / Line 1: @@
-You can enter a new lead from the '''Leads''' module or directly from your Digital Dashboard. From the Digital Dashboard, simply click on '''New Lead''' in the Quick Links section.
+You can enter a new lead from the '''Leads''' module or directly from your Dashboard.
 [[File:Home.jpg|left|thumb|Home]]
-. Click on '''New Lead'''. ''The New Lead form displays.''
+. Click on '''New Lead''' from the CRM Dashboard. ''The New Lead form displays.''
-. Enter lead details including the company information and primary contact information.
+. Fill in the Lead Company information on the left side of the form. On the right side, fill in the primary contact information.
-. If you want to save this lead to a specific lead list, select the name of the list from the Lead List drop-down menu.
+. You also have the ability to save the lead to a specific lead list. On the bottom of the left side of the form, select the name of the list from the Lead List drop-down.
-. Click '''Save Changes'''.
+. you can add a note to the lead by checking box marked “Create Note"
 Clicking on the '''Leads''' module brings you to where the leads are cataloged.
 Return to [[Leads]]

← Older revision		Revision as of 18:15, 12 November 2012
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	Clicking on the '''Leads''' module brings you to where the leads are cataloged.		Clicking on the '''Leads''' module brings you to where the leads are cataloged.
		+
		+
		+

	Return to [[Leads]]		Return to [[Leads]]

← Older revision		Revision as of 18:15, 12 November 2012
Line 12:		Line 12:

	Clicking on the '''Leads''' module brings you to where the leads are cataloged.		Clicking on the '''Leads''' module brings you to where the leads are cataloged.
		+
	Return to [[Leads]]		Return to [[Leads]]

@@ Line 11: / Line 11: @@
 . Click '''Save Changes'''.
-Clicking on the '''Leads''' module brings you to where the leads are cataloged.  Lists of leads can be imported, divided, and cataloged by your criteria.  Auto Assignment Rules can also be created to automatically filter leads to specified employees during import.  These lead lists are then available to their assigned owner.
+Clicking on the '''Leads''' module brings you to where the leads are cataloged.
 Return to [[Leads]]

@@ Line 5: / Line 5: @@
 . Click on '''New Lead'''. ''The New Lead form displays.''
-. Fill in the company information on the left side of the form. On the right side, fill in the primary contact information.
+. Enter lead details including the company information and primary contact information.
-. You also have the ability to save the lead to a specific lead list, on the bottom of the left side of the form. On the right side you can add a note to the lead by checking box marked “Create Note"
+. If you want to save this lead to a specific lead list, select the name of the list from the Lead List drop-down menu.
-Clicking on the Leads module brings you to where the leads are cataloged.  Lists of leads can be imported, divided, and cataloged by your criteria.  Auto Assignment Rules can also be created to automatically filter leads to specified employees during import.  These lead lists are then available to their assigned owner.
+. Click '''Save Changes'''.
 <br />

← Older revision		Revision as of 16:19, 12 November 2012
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	::::::::::You may click on a Leads List title to view a listing of leads from that lead list. You may then click on an individual lead name to view detail about that lead.<br />		::::::::::You may click on a Leads List title to view a listing of leads from that lead list. You may then click on an individual lead name to view detail about that lead.<br />
	::::::::::[[File:Detaillead.jpg]]		::::::::::[[File:Detaillead.jpg]]
		+
		+	Return to [[Leads]]

← Older revision	Revision as of 09:10, 27 September 2012
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