How Does This Module Help You?

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Prospects are individuals who may have expressed interest in doing business with you or who you think might be future customers. To work with prospects effectively, you need to have up-to-date information about the prospects and their business. Using the Leads module, you can record all relevant details of your prospective customers. Authorized employees can view useful information including the efficiency statistics that help them in converting prospects into actual customers.

The Leads module provides the necessary tools to manage lead information right across the pre-sales process, from the acquisition of a prospective client, to conversion of the prospect into a customer. The Import feature is a tool that enables you to bulk-import leads, thus saving time and effort.

Clicking the Leads tab displays the Leads menu bar, which enables you to navigate through the Leads module, as shown in Figure 1.

 

Leads_menubar

Figure 1 Accessing the Leads Module