About Business Lead

General Information

Business lead allows you to enter and store information about potential customers. The information about the company, addresses and contacts can be stored. Also you can enter activities and define representatives for the lead.
 
The first step in a new entry is to enter the business lead header together with addresses and contacts on tab level. You can set stages for the lead. The next step is to enter activities and define representatives. The representative connected to the current user is retrieved to the Main Representative field and a record is added to the Representatives tab.

You can create a customer from a business lead by using the right mouse button menu. Also if you find your lead to be a duplicate then you can merge information to correct lead or customer. Merge or convert of a lead record will delete the corresponding lead information from database.