This tab is used to keep information about leads. To create a new lead, click the New button in the toolbar. Delete the selected lead by clicking the Delete button. If a lead turns into a client, you can select the lead from the list and click the Convert button to turn the record into an account and contact.
Prefix
Enter the lead's prefix. Eg: Mr., Mrs., Ms., Dr., etc.
Title
Enter the lead's business title.
First Name
Enter the lead's first name.
Salesperson
Enter the name of the individual you want to assign to the lead, or choose from the User List. Salesperson list is managed under contacts of primary business account.
Last Name
Enter the lead's last name.
Industry
From the drop-down list, select the industrial sector to which the lead belongs.
Company
Enter the company to which the lead belongs.
Department
Enter the department to which the lead belongs.
Annual Revenue
Enter the annual revenue for the lead.
No. of Employees
Enter the number of employees in the lead.
Lead Source
From the drop-down list, select the origins of the lead such as Trade Show or Direct Mail.
Lead Status
Select the status of the lead from the drop-down list.
Description
Enter a brief description for the lead status.
Referred by
If someone referred the lead to you, enter the information in this field.
Primary Address
Enter the primary address of the lead.
Secondary Address
Enter the secondary address of the contact.
Home Phone
Enter the home phone number of the lead.
Mobile
Enter the mobile number of the lead.
Work Phone
Enter the work phone number of the lead.
Do not call
Select this if the contact does not want to receive phone calls.
Fax
Enter the fax number for the lead.
Enter an email address for the lead.
Notes
Add or edit notes by clicking on the list and filling in the details appropriate to the headings. Attach a file to the note by right clicking in the list and selecting Select attachment. Click the red X at the end of a row to delete a note.
To-Do
Add or edit to-do items by clicking on the list and filling in the details appropriate to the headings. Click the red X at the end of a row to delete a note. You can also complete this information from the main To-Do tab, and link it to this customer's account. Any To-Do items you enter will be visible from every To-Do tab associated with this account.
Event
Add or edit events by clicking on a list and filling in the details appropriate to the headings. Click the red X at the end of a row to delete a note. You can also complete this information from the main Events tab, and link it to this customer's account. Any Event items you enter will be visible from every Event tab associated with this account.