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 View Available Lists Clicking on the Leads module will show you the available lead list catalogs. You may return to the opening screen at any time from within the Leads module by selecting “Leads List” in the Leads Module Action panel, or by selecting Leads from the modules tab at the top of the screen.

How To Move Leads Between Lists

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 desti-nation list.

How to View Individual Leads

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.

How to Manage Lead Qualification

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

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

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.