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6.15 Lead Details


The Lead Details section is found in the toolbar within Source Lists, Leads, Customers, Resellers, Suppliers and both the Personal and Corporate Rolodex.  This section allows you to store information about how you were contacted, what source the initial contact came from and what products they are interested in. You will also find detailed business identification fields on this screen, including SIC and NAICS codes.

The Referred To field allows you to record if this contact was forwarded to one of your dealers or subsidiaries. This dropdown field will search all contacts that are marked to Accept Leads.

The Ready/Has Been Processed check box allows you to flag leads that can now become customers or other types of contacts.

The Products of Interest list allows you to specify which products the lead was looking into and any information about the product that the lead was especially interested in. Use this information to track the interest of products among your leads and customers. This section is found in Leads and Customers when you click the Lead Details Icon.

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