What
is a Lead?
A lead is a prospective customer or opportunity. This could be a
person you were talking to at a trade show or someone who submitted
registration form using your company's web site.
Leads Tab
Page Use the
Leads tab page to create and
update your leads. There are numerous sort and filter options available
to help you locate key leads quickly. You can generate and print
standard as well as customizable reports. The Leads tab page is
divided into two sections. The
Featured Leads section
displays a lead summary based on criteria chosen from the
Show
drop down box. The
Manage Leads section contains
tools to help you create and manage your leads.
Viewing
Leads Use options found in the
Show drop
down box to generate a summary of leads based on a variety of criteria.
Simply select one of the options from the drop down box and a summary
of all leads matching your selection will be displayed in a few
seconds. You can also select a letter from the alphabet list located
at the top and bottom of the summary. This will display a summary
of leads beginning with the selected letter. To view a listed lead
in detail, click the
View link located to the left
of the lead.
See Also: Sorting
Reports and Views
Custom
Lead Views See: Creating
Custom Views
Manage
Leads The
Manage Leads section contains
three subsections:
- Quick Addition allows you to create a new
lead.
- Generate Reports contains a variety of reports
you can generate.
- Lead Tools contains a list of helpful tools.
See Also:
Generating
Lead Reports
Creating
a New Lead
Lead
Tools
Managing
Leads
Creating
a New Lead There are two ways that you can add a new lead.
Use
Quick Addition if you want to quickly add a
new lead without entering a lot of information. Further details
can be filled in at a later time. Use
Detailed Addition
if you want to add a new lead with a detailed profile.
Quick Addition
- Choose the Leads tab located at the top of
the page.
- Scroll down to the Quick Addition section.
- Enter the information for the new lead in the fields provided.
Fields highlighted in red and marked with an asterisk are required
fields. The other fields may be left blank if you wish.
- Click the Save Lead button to create the
new lead.
Detailed Addition
- Choose the Leads tab located at the top of
the page.
- Click the Add Lead button located in the
upper right region of the Leads tab page. THis will take you
to the New Lead page.
- Fill in your lead information using the Lead Information,
Address Information and Description Information
sections of the form. Fields highlighted in red and marked with
an asterisk are required fields. All other fields may be left
blank if you wish.
- Save your lead using either of the following two methods:
i. Select the Save & New button to save
your new lead. You will then be presented with a blank form
on which you can create another new lead.
ii. Select the Save button to save your new
lead. This will bring you to a summary page for your new lead.
From this page you can Edit, Delete, Clone
(make a copy) and Print your lead information.
See Also: Edit,
Clone or Delete a Lead
Sending
Notification When creating a new lead you can send notification
to any number of users within your organization. This is especially
useful when assigning a lead to another user. You can notify the
user that a lead has been assigned to them. Upon receiving notification,
the user can then view the lead from their
Leads
tab page. Follow these steps to send notification:
- In the Notification section, use the Add
(
) and Remove
( 
) buttons to add
or remove users from the Notified Users list.
- Type your notification message in the Notification
Message text box.
- Notification will be sent to the selected users when the Save
button is clicked to save the lead information.
Edit, Clone
or Delete a Lead When a lead summary is displayed on the
Leads tab page or in a generated report, click
the
View link to view a lead in detail. You can
now
Edit, Clone or
Delete the
lead.
Click
to View the Locating Duplicate Leads Video Tutorial
Edit: Click the Edit button
to change the information for the lead. Be sure to fill in all
required fields. These are highlighted in red and marked with
an asterisk. When you want to save your changes select the Save
or Save & New button.
Clone: Click the Clone button
to create a copy of the lead. You can now change or add information
to the copy if you wish. Select the Save or Save
& New button to save the cloned lead.
Delete: Click the Delete button.
You will be prompted to verify that you want to delete the lead.
Click OK to delete the lead. Click Cancel
to cancel the deletion.
Converting
a Lead to an Account When one of your leads turns into a
customer, or some other business relationship, you can create a
new account in salesboom.com by converting the lead into an account.
In addition, a contact will be created that will be linked to the
account. You also have the option of creating an opportunity. To
convert a lead:
Click
to View the Converting Leads Video Tutorial
- Go to the Leads tab page.
- Use the Featured Leads section to display
the lead you are interested in converting.
- Once displayed, click the View link to view
the details for the lead.
- Click the Convert button. This takes you
to the Convert Leads page.
- The company that the lead was associated with is used for
the account name.
- The name of the lead is used for the contact name.
- You also have the option of creating an opportunity since
the lead is now a customer and is conducting business with you.
The default name for the opportunity is the company name associated
with the lead. Click the Create Opportunity
check box to create an opportunity when you convert the lead.
- Click the Convert button.
- You now have the option of creating an opportunity. Check
the Create Opportunity checkbox if you want
to create an opportunity when the lead is converted. As well,
enter a name for the opportunity in the Opportunity
Name field.
- Click the Convert button to convert the lead.
An account, contact and opportunity, if selected, will be created
using information obtained from the lead.
- The new contact and opportunity, if selected, will be visible
in the Related Records section when viewing
the account details for the new account.
Generating
Lead Reports Running Reports The
Generate
Reports section contains a number of reports you can run.
These reports have predefined search criteria. All you have to do
is click a listed report to run it. Other lead reports are listed
on the
Reports tab. Click the
All Reports
button in the
Generate Reports section or click
the
Reports tab at the top of the page.
Lead Tools
Import
Leads See: Importing
Data
Lead Web
Capture Tool The web capture tool allows you to create
an HTML form that can be filled out on your web site. When the
user fills in and submits the form, a new lead is created in your
salesboom.com organization containing the information entered
by the user. This tool is invaluable for tracking potential customers.
See: Web
Capture Tool
Click
to View the Attaching Documents to Leads Video Tutorial
Attaching
a Document to a Lead Documents can be easily attached
to any lead within Salesboom.com providing you quick and easy
access to relative information while operating with Leads. All
documents attached to Leads remain attached once the lead is converted
ensuring no important information is lost.
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