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14.19 Tracking Products of Interest for a Lead

Apr/1/2007


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Tracking Products of Interest can be done within Leads from the Lead Info Section. When you take advantage of this Marketing tool to track and Products, Accessories or Services a potential Customer is interested in you will be able to track additional activity.

Any Products entered in the Products of Interest Section will also pre-populate to communications such as Call Logs generated within a Lead.

From the Leads section click on the Lead Info icon.  This will take you to the main Lead information page. The Products of Interest section will be on the bottom of the page towards the center. If there are any existing products within this section they will be listed as you see below with the date that Product was added being visible.

To add New Products click the New Products icon you see highlighted and the following window will open so you can then add your Products and any related Accessories as well.

New Products can be added with the drop down menu at the top of the page. When a New Product is added the new Accessory icon will be live and you will have the option of adding any Accessories to the Products of Interest as well.

When you have added your products you will be prompted to Save your changes and then you will have added New Products of Interest to a Lead.

 


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