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(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...")
 
 
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Leads
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'''Leads'''
  
Do you know how to add a lead and maintain Action and Followup information?
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Do you know how to add a lead and maintain Action and Followup information?  
  
To locate Leads click on Marketing tab.
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*From the '''Main Menu''' select the '''Marketing''' module and then the '''Lead''' button.  
 
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*Add the lead details and '''Allocate''' the '''Lead''' to a '''Sales Rep '''
Add the lead details  
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*Enter the '''Source''' of the '''Lead'''
Allocate the Lead to a Sales Rep  
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*Add an '''Action''' with your notes and allocate a '''Follow-Up''' action and date.  
Enter the source of the Lead
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*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  
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*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.
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Create an Appointment from the Leads screen and then look at the Sales Pipeline Report to see how it  
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reflects the changes.
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Latest revision as of 16:21, 20 December 2011

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.