Creating a Lead from Scratch
To create a leadA lead is a possible sale opportunity for a prospective client (a prospect) or an existing client. from scratch:
- In the Business menu, select Leads > New Lead.
- On the New Lead screen, provide the following information, as required.
Field Description Lead Information Client/Prospect The client/prospect that this lead is for. Select the client/prospect from the drop-down list.
Contact The name of the client/prospect's contact person. Select the contact from the drop-down list, as required.
Template A lead templateA Lead template allows you to identify pre-defined activities that need to be carried out as you progress each lead. Each lead template can specify the activities for a lead relating to a specific type of work. Using pre-defined activities results in each prospect moving through a consistent sales process – leaving nothing to chance. to use as the basis for the lead you are creating. If you wish to use a lead template, you must create it beforehand.
Name The name to use for this lead. The name should be unique and descriptive. When this lead is won, this will become the name of the job.
Details A detailed description of the lead.
Estimated Value An estimated value for the business generated by this lead.
Category A lead categoryLead categories are used to group leads for reporting purposes. For example, they could be used to identify the probability of a lead becoming a job: Hot, Warm, Cold, or the type of work this lead relates to: Website, Brochure, Annual accounts, Property maintenance. for this lead, if applicable. If you wish to use lead categories, you must create them beforehand.
Owner The staff member responsible for this lead. Select the staff member from the drop-down list.
- Save your changes.
- The State of the lead is set to Current.
- The Lead Manager, lead information screen is displayed.
Related tasks