Editing a Lead

To edit a leadA lead is a possible sale opportunity for a prospective client (a prospect) or an existing client.:

  1. In the Business menu, select Leads.
  2. On the Lead Manager screen, make sure the All tab is selected.
  3. Drill down on the name of the Client/Prospect for the lead that you wish to edit.
  4. On the lead information screen, select Edit Lead.
  5. On the Edit Lead screen, provide the following information, as required.
    FieldDescription
    Lead Information
    Client/Prospect

    The client/prospect that this lead is for. You can change the name of the client/prospect if required. 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.

    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.

  6. Save your changes.

Related tasks

Adding a prospect

Adding a contact

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