View Lead Screen - Revision history

Sichen: /* Lead */

2010-08-25T17:58:55Z

‎Lead

2010-08-25T17:58:05Z

2010-08-25T17:56:22Z

‎Custom Fields

2010-08-25T17:56:07Z

2009-10-05T15:23:19Z

2009-10-05T15:22:32Z

2008-04-01T17:22:38Z

‎Notes

2008-03-12T17:24:53Z

2008-03-12T17:11:54Z

‎Notes

2008-03-12T17:11:18Z

‎Notes

@@ Line 12: / Line 12: @@
 *[Delete] - This will delete the entry from the opentaps system.
 *[Reassign] - This will reassign the lead to another team member.
 ==Custom Fields==

@@ Line 12: / Line 12: @@
 *[Delete] - This will delete the entry from the opentaps system.
 *[Reassign] - This will reassign the lead to another team member.
 ==Custom Fields==

@@ Line 23: / Line 23: @@
 ==Custom Fields==
-[Custom Fields] are a new feature in opentaps 1.5.
+[[Custom Fields]] are a new feature in opentaps 1.5.
 ==Contact Information==

← Older revision		Revision as of 17:56, 25 August 2010
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	This section of the "View Lead" screen will list any marketing campaigns applied to the lead with the date and time the campaign was noted in opentaps. It also allows you to add a "New Marketing Campaign" by selected it from the drop down menu and clicking [Add].		This section of the "View Lead" screen will list any marketing campaigns applied to the lead with the date and time the campaign was noted in opentaps. It also allows you to add a "New Marketing Campaign" by selected it from the drop down menu and clicking [Add].
		+
		+	==Custom Fields==
		+
		+	[Custom Fields] are a new feature in opentaps 1.5.

	==Contact Information==		==Contact Information==

← Older revision		Revision as of 15:23, 5 October 2009
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	You can also edit and remove existing notes using the buttons to the right of each note.		You can also edit and remove existing notes using the buttons to the right of each note.

−	User Manual page > [[The Leads Tab]]	+	'''User Manual page''' > [[The Leads Tab]]

← Older revision		Revision as of 15:22, 5 October 2009
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	You can also edit and remove existing notes using the buttons to the right of each note.		You can also edit and remove existing notes using the buttons to the right of each note.
		+
		+	User Manual page > [[The Leads Tab]]

← Older revision		Revision as of 17:22, 1 April 2008
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	In this section you can make notes about a lead. Clicking the [Create New] button will take you to the "Create Note" screen, where you can enter the note into an information section. Click the [Create Note] button to save the note and return to the "View Lead Screen".		In this section you can make notes about a lead. Clicking the [Create New] button will take you to the "Create Note" screen, where you can enter the note into an information section. Click the [Create Note] button to save the note and return to the "View Lead Screen".
		+
		+	You can also edit and remove existing notes using the buttons to the right of each note.

← Older revision		Revision as of 17:24, 12 March 2008
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	Clicking the [Update] button next to the relevant field will take you to the [[Create or Edit Contact Information\|edit contact information]] screen. To expire contact information so that it is no longer used, click the [Expire] button next to the relevant contact data. Please note: contact information is never erased, only removed from view/use.		Clicking the [Update] button next to the relevant field will take you to the [[Create or Edit Contact Information\|edit contact information]] screen. To expire contact information so that it is no longer used, click the [Expire] button next to the relevant contact data. Please note: contact information is never erased, only removed from view/use.
		+
		+	==Opportunities==
		+
		+	The "Opportunities" section is only displayed once a Lead is qualified. Clicking the [Create New] will take you to the [[Create Opportunity Screen]].

	==Pending Activities==		==Pending Activities==

← Older revision		Revision as of 17:11, 12 March 2008
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	==Notes==		==Notes==

−	In this section you can make notes about a lead. Clicking the [Create New] button will take you to the "Create Note" screen, where you can enter the note into an information section. Click the [Create Note] button to save the note and return to the "View Lead Screen" ~~or click the [Go Back] button to return to the screen without saving~~.	+	In this section you can make notes about a lead. Clicking the [Create New] button will take you to the "Create Note" screen, where you can enter the note into an information section. Click the [Create Note] button to save the note and return to the "View Lead Screen".