Adding a Lead

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To add a lead, click Add on the menu bar. The Add Lead page is displayed, as shown in Figure 1.

 

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Figure 1 The Add Lead Page

To add a lead, enter the following details:

Lead name and business names
Lead's company and title
Stage of the lead. You can add the options in the Stage field in the Admin module. In the Admin module, you can set the options in the Stage field on the Admin > Configure Modules > Leads > Lookup Lists > Edit List page
Source of information, rating, and comments
Contact information and details, such as phone numbers, e-mail addresses, IM addresses, text message address, and postal addresses
Other relevant information, such as revenue, potential, year started, SIC description, Data Universal Numbering System (DUNS) number, and type

DUNS is a unique nine-character identification number provided to all registered vendors by Dun and Bradstreet.

By default, the status of a newly added lead is Unprocessed. Unprocessed lead records are made available to all users with access to lead records.

Viewing Lead Details

You can view the lead details from the Dashboards page or from the Search Results page.

When you click action_icon beside the lead name on any of these pages, a context menu is displayed. To view the lead details, select View Details from this menu. The lead's contact information and current status is displayed, as shown in Figure 2.

 

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Figure 2 Lead Details

Clicking the logos of popular search engines, such as Google, Yahoo, MSN, and Ask Jeeves, as shown in Figure 2, launches a search based on the fields contents, using the corresponding search engine.

While viewing lead's details, you can select:

Convert to Contact - to turn the lead into a general contact.

The lead is then displayed as a regular contact in Leads and you can perform all contact-related operations based on your permissions. The contact details of the lead are also transferred to the Contacts module. Converting a lead into a contact enables you to associate Opportunities and Activities against this lead that has been converted into a contact.

Convert to Account - to turn the lead into an account, as shown in Figure 3.

While converting a lead into an account, you can either create a new account or associate the lead to an existing account. The contact details of the lead are also transferred to the Accounts module. The lead is displayed as an account and you can perform all account related operations, based on your permissions. Converting a lead to an account enables you to create and work on action plans for the accounts, opportunities, and activities against the lead that was converted into an account.

Re-Assign Lead - to re-assign the lead to a specific user having access to the Leads module.
Archive Lead - to set the status of the lead as Archived, when you consider the lead as not worth following-up.
Skip this Lead - if you have not taken a decision about a lead, and you would like to proceed to the next lead.
Modify - to modify the details of the lead.
Delete - to delete a lead, if you do not require the lead in future. Selecting this option displays a pop-up window to confirm the deletion of the lead.

 

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Figure 3 Convert to Contact