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(Created page with "= Overview = '''Reflected in Lead''' '''Reflected in Lead - What data is recorded against the Lead after it is created?''' Yes/No. Please go ahead and watch the video. So t...")
 
 
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'''Reflected in Lead - What data is recorded against the Lead after it is created?'''
 
'''Reflected in Lead - What data is recorded against the Lead after it is created?'''
  
Yes/No. Please go ahead and watch the video. So the 'Leads' application is going to be the means in which you track all correspondence against the 'Marketing Contact' and what it took to turn them into a 'Prospect' and 'Customer'.
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Once the 'Lead' is created it will take all the excising marketing contact information and store that against the 'Lead'. As well as that whatever happens inside this 'Lead' such as 'Appointments', 'Quotes', Invoices' etc, that information will feed throughout the program.

Latest revision as of 00:14, 19 December 2014

Overview

Reflected in Lead

Reflected in Lead - What data is recorded against the Lead after it is created?

Once the 'Lead' is created it will take all the excising marketing contact information and store that against the 'Lead'. As well as that whatever happens inside this 'Lead' such as 'Appointments', 'Quotes', Invoices' etc, that information will feed throughout the program.