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Convert a Lead to an Account within the Lead detail form whenever that record’s qualification criteria meets your compa-ny’s requirements. Review the Accounts related views to deter-mine when that is necessary. In Accounts, you may add oppor-tunities, forecasts, quotes and other functions that are not avail-able in the Leads related view.<br /> | Convert a Lead to an Account within the Lead detail form whenever that record’s qualification criteria meets your compa-ny’s requirements. Review the Accounts related views to deter-mine when that is necessary. In Accounts, you may add oppor-tunities, forecasts, quotes and other functions that are not avail-able in the Leads related view.<br /> | ||
| − | == How to Enter a New Lead == | + | == How to Enter a New Lead == |
| + | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/Howtoenteranewlead How to Enter a New Lead] | ||
| + | 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. | ||
| − | |||
| − | == How to Import Leads from a List == | + | == How to Import Leads from a List == |
| + | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowToImportLeadsFromaList How to Import Leads from a List] | ||
| + | To import a list of leads, please use the following step-by-step instructions. 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 == | + | == How to View Available Lists == |
| − | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowToViewAvailableLists How to View Available Lists] | + | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowToViewAvailableLists How to View Available Lists] |
| − | |||
| − | |||
| − | |||
| − | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoViewIndividualLeads How to View Individual Leads] | + | == How To Move Leads Between Lists == |
| + | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowToMoveLeadsBetweenLists How To Move Leads Between Lists] | ||
| + | |||
| + | == How to View Individual Leads == | ||
| + | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoViewIndividualLeads How to View Individual Leads] | ||
== How to Manage Lead Qualification == | == How to Manage Lead Qualification == | ||
| + | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoManageLeadQualification How to Manage Lead Qualification] | ||
| − | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/ | + | == How to Convert a Lead to an Account == |
| + | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoConvertaLeadtoanAccount How to Convert a Lead to an Account] | ||
| − | + | == How to Delete a Lead == | |
| − | |||
| − | == How to Delete a Lead == | ||
[http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoDeleteaLead How to Delete a Lead] | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoDeleteaLead How to Delete a Lead] | ||
Revision as of 09:43, 27 September 2012
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” on to 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 “Ac-counts” lists are not cluttered with hundreds of less-valuable records.
Convert a Lead to an Account within the Lead detail form whenever that record’s qualification criteria meets your compa-ny’s requirements. Review the Accounts related views to deter-mine when that is necessary. In Accounts, you may add oppor-tunities, forecasts, quotes and other functions that are not avail-able in the Leads related view.
Contents
How to Enter a New Lead
How to Enter a New Lead 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.
How to Import Leads from a List
How to Import Leads from a List To import a list of leads, please use the following step-by-step instructions. 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
How To Move Leads Between Lists
How To Move Leads Between Lists
How to View Individual Leads
How to Manage Lead Qualification
How to Manage Lead Qualification
How to Convert a Lead to an Account
How to Convert a Lead to an Account