7 Leads
From TrueERP wiki
Leads
Do you know how to add a lead and maintain Action and Followup information?
- From the Main Menu select the Marketing module and then the Lead button.
- Add the lead details and Allocate the Lead to a Sales Rep
- Enter the Source of the Lead
- Add an Action with your notes and allocate a Follow-Up action and date.
- This will create a Reminder on the action date if Leads are ticked in Employee Preferences.
- Create an Appointment from the Leads screen and then look at the Sales Pipeline Report to see how it reflects the changes.
