14.19 Tracking Products of Interest for a Lead
Apr/1/2007
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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