View Lead

The "View Lead" page is divided into 9 distinct sections:

Lead

The Lead section has more detailed information, as well as 5 basic functions:

Duplicate Lead

• Clicking [Duplicate Lead] will allow you to create an identical lead listing that can be used to either store alternate information on a lead, or to assign the same lead to multiple team members.

Qualify Lead

Edit

• Clicking [Edit] will allow you to modify all fields available in the "Lead" section.

Delete

• This will remove the lead from the "My Leads" list and from the Opentaps system

Reassign

• This function allows you to reassign the lead to another Team Member. You can either enter the team member into the reassign field and click [Reassign], or you can click the icon next to the reassign field to search for a team member by first and/or last name, or by selecting the team member from the a list that will appear on the page.

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.