Lead management functionality includes the ability to create and edit leads that have basic contact information (such as name, address, phone number(s), etc.); the overall disposition of the lead; stage of the sales opportunity associated with the lead; source of the lead; notes; documents; contacts; and a follow-up date for tracking the next action item. To find the Leads page, navigate to CRM > Leads.
To create a new lead, click the New Lead button. To open an existing lead, click the hyperlink in the Lead column in the grid.
New Lead Page
When entering a new lead, enter or choose this information:
Choose an existing master customer or an existing customer. If the lead is not for an existing customer, type these details: First name and Last name or Business name (or both); Email address or Phone number (or both).
Address: If you choose an existing customer, the address fills in automatically from the customer record.
Heat: Choose the interest the lead has in purchasing your company’s service or product.
*Stage: Choose a stage for the lead. These come from Setup > Lead Setup > Lead Stages.
*Primary Source: This is the origin of the lead. These come from Setup > Proposals > Marketing Sources > Primary Marketing Sources tab.
Secondary Source: These come from Setup > Proposals > Marketing Sources > Secondary Marketing Sources tab.
Follow Up Date: Select a date to follow up on the lead.
Tags: Choose an existing tag for the lead (these come from Setup > Operations > Tags) or click the plus beside the field to add a tag.
*Department: This shows all active departments. These come from CRM > Departments.
*Primary Salesperson: These come from the salespeople on the selected Department.
Secondary Salesperson: These are salespeople who are marked as a salesperson in the Employees list (Setup > Company > Employees).
*Branch: Select a branch for the lead. (Branches are a feature in Managely Pro)
Comments: This is a free field for comments and notes.