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” 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.

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 View Individual Leads

How to Manage Lead Qualification

How to Convert a Lead to an Account

How to Delete a Lead