Simon Clive at 05:21, 20 December 2011

2011-12-20T05:21:42Z

Simon Clive: Created page with "Leads Do you know how to add a lead and maintain Action and Followup information? To locate Leads click on Marketing tab. Add the lead details Allocate the Lead to a Sales Re..."

2011-06-28T03:00:31Z

Created page with "Leads Do you know how to add a lead and maintain Action and Followup information? To locate Leads click on Marketing tab. Add the lead details Allocate the Lead to a Sales Re..."

New page

Leads

Do you know how to add a lead and maintain Action and Followup information?

To locate Leads click on Marketing tab.

Add the lead details
Allocate the Lead to a Sales Rep
Enter the source of the Lead
Now 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.

@@ Line 1: / Line 1: @@
-Leads
+'''Leads'''
 Do you know how to add a lead and maintain Action and Followup information?
-To locate Leads click on Marketing tab.
+*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 '''
-Add the lead details
+*Enter the '''Source''' of the '''Lead'''
-Allocate the Lead to a Sales Rep
+*Add an '''Action''' with your notes and allocate a '''Follow-Up''' action and date.
-Enter the source of the Lead
+*This will create a '''Reminder''' on the action date if '''Leads''' are ticked in '''Employee Preferences.'''
-Now add an action with your notes and allocate a follow-up action and date. This will create a reminder on the
+*Create an '''Appointment''' from the Leads screen and then look at the '''Sales Pipeline Report''' to see how it reflects the changes.
-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.

7 Leads - Revision history

Simon Clive at 05:21, 20 December 2011

Simon Clive: Created page with "Leads Do you know how to add a lead and maintain Action and Followup information? To locate Leads click on Marketing tab. Add the lead details Allocate the Lead to a Sales Re..."