Difference between revisions of "Lead List"
From TrueERP wiki
Omer Farooq (Talk | contribs) |
|||
| (3 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
| − | + | == Overview == | |
| − | + | ||
| − | + | The Lead List is a list of all current Leads showing the Lead Status. The fastest way to find an existing Lead is by this list. | |
| − | + | ||
| − | + | Ways Lists in ERP can be Manipulated: | |
| − | + | ||
| − | + | *[[Filtering Lists]] | |
| − | + | *[[Searching f5 f6 f7]] | |
| − | + | *[[Customising Lists]] | |
| − | + | *[[Report Printing Options]] | |
| − | + | *[[Export Data]] | |
| − | + | ||
| − | + | <br> | |
| − | + | ||
| − | + | *How to Access Lead List | |
| − | + | ||
| − | + | *Select '''Marketing''' tab | |
| − | + | *Select '''Lead List''' button | |
| − | + | *Double Click the lead name to edit or view details | |
| − | + | *Double Click any other field in the lead's row to create an action for the lead | |
| − | + | ||
| + | Lead is an inquiry which can come through different marketing sources. The lead can converted into a close won sales or as a close lost. The Sales people usually starts with leads. Lead section will tell you how much action and effort it took to convert it into sales. Either it can come from marketing contact or telemarketing or you can create a new lead directly from here. Mark the lead status accordingly so that it can evaluated how much of effort has been put through. | ||
| + | |||
| + | If the lead reaches the stage of quotation, Sales Order or Invoice you can directly go to that particular screen by clicking on the buttons available at the bottom. | ||
| + | |||
| + | From the '''Lead List''' you can send '''SMS''' and '''Email''' to multiple leads by holding Ctrl and selecting multiple leads and click on SMS or Email to send them the message with any of these options. | ||
Latest revision as of 19:19, 9 January 2014
Overview
The Lead List is a list of all current Leads showing the Lead Status. The fastest way to find an existing Lead is by this list.
Ways Lists in ERP can be Manipulated:
- How to Access Lead List
- Select Marketing tab
- Select Lead List button
- Double Click the lead name to edit or view details
- Double Click any other field in the lead's row to create an action for the lead
Lead is an inquiry which can come through different marketing sources. The lead can converted into a close won sales or as a close lost. The Sales people usually starts with leads. Lead section will tell you how much action and effort it took to convert it into sales. Either it can come from marketing contact or telemarketing or you can create a new lead directly from here. Mark the lead status accordingly so that it can evaluated how much of effort has been put through.
If the lead reaches the stage of quotation, Sales Order or Invoice you can directly go to that particular screen by clicking on the buttons available at the bottom.
From the Lead List you can send SMS and Email to multiple leads by holding Ctrl and selecting multiple leads and click on SMS or Email to send them the message with any of these options.
