View Lead Screen

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

Lead

The Lead section has more detailed information about the lead, as well as the following basic buttons:

• [Duplicate Lead] - This allows 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] - This will change the status of the lead to "Qualified".
• [Edit] - Clicking [Edit] will allow you to modify the lead description.
• [Delete] - This will delete the entry from the opentaps system.
• [Reassign] - This will reassign the lead to another team member.

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

Pending Activities

The "Pending Activities" section lists activities that have been created but have not yet been completed. The list can be sorted alphabetically/sequentially by clicking on any of the header categories: "Type", "Purpose", "Activity", "Status", "Scheduled Date", and "Due Date".

Clicking [New Event] will link you to the Create Event Screen of the Activities section of opentaps CRM. Similarly, clicking [New Task] will link you to the Create Task Screen of the Activities section.

Activities History

The "Activities History" section lists previous activities that have already been completed. Like the "Pending Activities" section, you can sort the list alphabetically/sequentially by clicking on any of the header categories: "Type", "Purpose", "Activity", "Status", "Scheduled Date", and "Completion Date".

Clicking either the [Log Call] button or [Log Email] button will link you to the Log Task Screen of the Activities section of opentaps CRM, with the appropriate data fields to store the call or email information.

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.

Bookmarks and Files

This section lists any previously bookmarked URLs or uploaded files (documents, images, etc.) relevant to the lead. Clicking the [Bookmark URL] button will prompt you with fields to enter the web address and a description of the URL or its relevancy. Clicking the [Upload File] button will prompt you with a field to enter the file name or browse your computer to find and select the file, and a field for a description of the file.

Notes

Any notes created for this lead are detailed here. Click the [Create New] button to add a note to the lead.