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[http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowToMoveLeadsBetweenLists 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 == | == How to View Individual Leads == | ||
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[http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoViewIndividualLeads How to View Individual Leads] | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoViewIndividualLeads How to View Individual Leads] | ||
| − | == How to Manage Lead Qualification ==[http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoManageLeadQualification How to Manage Lead Qualification] | + | |
| + | == How to Manage Lead Qualification == | ||
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| + | [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoManageLeadQualification How to Manage Lead Qualification] | ||
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== How to Convert a Lead to an Account == | == 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] | [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 09:30, 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 Import Leads from a List
How to Import Leads from a List
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