Pathway: Accounts (Search) > Account > Account Menu > Lead
Add a lead to a prospect account to effectively manage and followup on future sales opportunities. Leads added here are shared with many of the CRM tools available in the Sales module.
Permissions
Prerequisite
Field Descriptions
Add a Lead
Once a lead has been added into the system it is shared with many of the tools available in the Sales module.
- Create a Prospect Account to record the lead to.
- From the account's menu (green '+' icon), select Lead from the list of options and then select the line of business.
- When the 'Add Lead' popup window displays, minimally complete all required fields. Required fields are highlighted in red.
- Because lead information is shared with CRM tools such as Contract Expiration and Sales Pipelines (Pipeline Leads and Pipeline Opportunities), it is important to capture as much information as possible for future opportunities.
- Click Save when finished.
- Stay active on the lead by creating a Task or an Appointment for future followup.
Edit a Lead
Added leads display in the Pending section of the account. To edit, double click on the lead to display the Edit Lead popup editor. After edits are complete, click 'Save' and the lead will be updated with the new information.
A Note field is available when a lead is created and again when editing. Optional: when editing, consider recording the reason for the edit.
