What is a lead ?

A lead is a prospect, or a potential client. It refers to the company as a whole rather than a specific employee. When a potential client makes its way to your sales and marketing department it is important to add it as a lead, along with all important contact and qualifying information. The information in this section will fuel reporting and search functions, differentiating each customer and its needs.

Click on CRM > Leads. From this window you are able to search or add new prospects into CRM.

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To refine your search, we have predetermined fields which you can configure to your own specifications (See Admin Section). Use one field, or a combination of fields, to refine your search results. For instance, I might search for a lead in the Food & Beverage industry currently assigned to Sales Rep Bruce Barr.

Add

To add a new lead to the database, Click CRM > Leads > +. This will present a new window. Next, fill out all of the information most important to your processes. When complete, click the Blue Insert button in the top left. You can now continue with adding relevant information to the Lead such as Contacts, Notes and Opportunities.

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Note: When entering a new lead, you will first need to add the required fields including a company Code* and Company* name indicated by a Red asterisk.