Difference between revisions of "View Lead Screen"
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==Contact Information== | ==Contact Information== | ||
| − | The "Contact Information" section details all of the contact data you have entered for the lead. | + | The "Contact Information" section details all of the contact data you have entered for the lead. You can click [[Create Address]], Create Phone Number, Create Email, or Create Web URL to add the relevant information to the lead's contact information |
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==Pending Activities== | ==Pending Activities== | ||
Revision as of 23:30, 16 September 2007
The "View Lead" screen is divided into 9 distinct sections:
Contents
Lead
The Lead section has more detailed information, as well as 5 basic functions: Duplicate Lead, Qualify Lead, Edit, Delete, and Reassign.
Sources
The "Sources" section allows you to indicate how the lead was generated. Selecting the appropriate option from the pull down menu and clicking [Add] when the lead is generated will automatically store the source as well as the date and time in a visible list on the "View Lead" page.
Please note: The "Sources" section allows you to list multiple sources for an individual lead.
Marketing Campaign
Contact Information
The "Contact Information" section details all of the contact data you have entered for the lead. You can click Create Address, Create Phone Number, Create Email, or Create Web URL to add the relevant information to the lead's contact information
