Business Lead

[About Business Lead]

[To Sales Lead Management] [To Business Opportunity Management] [To Marketing Campaign Management] [To Account and Business Activity Management]

Usage

Use this window to register a new business lead. You can manage business leads between different stages with pertaining details. You can connect other information to the lead record, such as language, country, address, contacts, etc.

For the description of each tab in the window, follow the appropriate link: General, Addresses, Contacts, Activities, Representatives and Access.

Activity Diagrams

Manage Business Lead

Activities

Convert Lead
Merge Lead
Merge Lead to Customer
Find Duplicates
Add Customer Contact to Marketing Campaign