Leads

A Lead is considered a name of a person or business that is not yet a qualified account. Some companies may use an inside sales team to qualify leads then pass the “hot ones” onto the sales team. Sales people may be doing this task themselves from imported lists, trade show guests or other sources. Having a separate repository of leads is critical to ensure that your account lists are not cluttered with hundreds of less valuable records. You can convert a lead to an account within the Lead Detail form whenever that record’s qualification criteria meets your company’s requirements.

How to Enter a New Lead

You can enter a new lead from the Leads module or directly from your CRM Dashboard. From the Dashboard, simply click on New Lead in the Home menu.

How to Import Leads from a List

Before importing a list of leads, make sure the file of leads to be imported is available to your system: on your hard drive, on a CD ROM, etc. The ownership of the list you are creating, as well as all leads imported into the list, can be changed after the list has been created.

How to View Available Lists

Clicking on the Leads module will show you the available lead lists. You may return to this listing at any time from within the Leads module by selecting Lead List(s) in the Leads module home section, or by selecting Leads from the module tabs at the top of the screen.

How To Move Leads Between Lists

Open a list of leads and check the ones you wish to move. Then select Move To from the header bar and select the destination list.

How to View Individual Leads

While viewing available lead lists, click on the name of a list to view individual leads on that list. When viewing a list of individual leads, click on the lead name to view additional detail about that lead.

How to Manage Lead Qualification

On each Lead detail form is a Rate button. It gives you the ability to assign critical information about the key qualification attributes for this lead, in addition to any custom fields you may be using in this regard.

How to Convert a Lead to an Account

A lead may be converted to an account by clicking on the Convert Lead button while viewing detailed lead information.

How to Delete a Lead

First remove all activities associated with the lead from the Lead Detail page then delete the lead.

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