View Lead Screen

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

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

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].

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.

To edit previously entered data, click the [Update] link next to the relevant field. To close a previously entered channel of communication (phone number, email, etc.) click the [Expire] link next to the relevant field.

Catalog Requests

This section tracks information relating to previous catalog requests including date the request was taken, address the catalog was sent to, who the request was taken by, and whether the request has been fulfilled or not.