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.

General Tab

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.

Address Tab

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.

Email

Enter an email address for the lead.

Notes, To-Do, and Event Tabs

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.