Leads - Revision history

J.collier: /* How to Enter a New Lead */

2013-05-28T19:22:16Z

How to Enter a New Lead

2012-11-14T17:03:16Z

How to Delete a Lead

2012-11-14T17:03:00Z

How to Delete a Lead

2012-11-14T16:59:37Z

How to Delete a Lead

2012-11-14T16:25:43Z

How to Convert a Lead to an Account

2012-11-14T16:05:58Z

2012-11-14T15:50:57Z

How to Manage Lead Qualification

2012-11-14T15:30:30Z

How to View Individual Leads

2012-11-14T15:28:56Z

How To Move Leads Between Lists

2012-11-14T15:28:39Z

How To Move Leads Between Lists

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 [http://staging1.commenceonline.com/mediawiki/index.php/Leads/Howtoenteranewlead How to Enter a New Lead]
-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 '''CRM Dashboard'''. From the Dashboard, simply click on '''New Lead''' in the Home menu.
 == How to Import Leads from a List ==

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 == How to Delete a Lead ==
 [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoDeleteaLead How to Delete a Lead]
 First remove all activities associated with the lead from the '''Lead Detail''' page then delete the lead.
 Return to [[Commence OnDemand User Help]]

@@ Line 37: / Line 37: @@
 == How to Delete a Lead ==
 [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoDeleteaLead How to Delete a Lead]
-First remove all activities associated with the lead by opening the lead detail page and selecting Pending Activities from the Related View. Delete the activity. Place a checkmark beside one or more listed leads. Then click on the “Delete” button to delete them.
+First remove all activities associated with the lead from the '''Lead Detail''' page then delete the lead.
 Return to [[Commence OnDemand User Help]]

← Older revision		Revision as of 16:59, 14 November 2012
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	First remove all activities associated with the lead by opening the lead detail page and selecting Pending Activities from the Related View. Delete the activity. Place a checkmark beside one or more listed leads. Then click on the “Delete” button to delete them.		First remove all activities associated with the lead by opening the lead detail page and selecting Pending Activities from the Related View. Delete the activity. Place a checkmark beside one or more listed leads. Then click on the “Delete” button to delete them.

		+	1. From the '''Leads''' module, select the desired lead from the respective lead list. ''The Lead detail page displays.''
		+
		+	2. From the Lead detail page, select '''Pending Activities''' from the drop down list in the '''Related Info''' section at the bottom of the page.
		+
		+	3. Delete any related activities by selecting the activities and clicking the '''Delete''' button.
		+
		+	4. Click the '''Delete''' button at the top of the page to delete the lead.

	Return to [[Commence OnDemand User Help]]		Return to [[Commence OnDemand User Help]]

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 == 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]
-A lead may be converted to an Account by clicking on the “Convert Lead” button while viewing detailed lead information. You may update any additional information, Alert the Account Manager of the conversion, or send a Email to them by selecting the appropriate box. A note can be added to the account by selecting History, then “add note” from the dropdown under related information. You can also create a Sales Opportunity by selecting the “create opportunity” box and filling in the rest of the dialog that will pop up when the box is checked.
 == How to Delete a Lead ==

← Older revision		Revision as of 16:05, 14 November 2012
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−	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.	+	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 ==		== How to Enter a New Lead ==

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 == How to Manage Lead Qualification ==
 [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoManageLeadQualification How to Manage Lead Qualification]
-Within each Lead detail form is a RATE button. This activates the ability to assign critical information about the key qualificiation attritubes for this lead, in addition to any custom fields you may be using in this regard.
 == How to Convert a Lead to an Account ==

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 == How to View Individual Leads ==
-[http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowtoViewIndividualLeads 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 individual leads, click on the lead name to view additional detail about that lead.
+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 ==

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 == How To Move Leads Between Lists ==
 [http://staging1.commenceonline.com/mediawiki/index.php/Leads/HowToMoveLeadsBetweenLists 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.