Every time When a customer or potential customer is interested expresses interest in buying purchasing something from your company, you should it is important to create a lead record. This allows you to track how they came to know about you and to make sure the salesperson does not forget to get back found out about your company and ensures that the salesperson doesn't forget to follow up with the potential customer. Other people in In addition to the salesperson, other members of your company can also create lead records and assign them to salespeople for immediate delivery to a salesperson in the e-manage Windows software or the e-manage Web Portal. This is a grid listing of leads created against the appropriate salesperson for immediate attention.
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The lead record serves as a summary of the customer's interests, potential decision date, and the source through which they discovered your company. To initiate a lead record, a contact must be created, and all leads ever created for that contact are stored indefinitely. This information is useful for identifying if someone has been consistently considering your offerings without making a purchase, potentially indicating a time-wasting situation.
Within the lead record grid, you can find a comprehensive list of all leads associated with the currently opened contact. This grid shows displays all leads, regardless if of their status, whether they are open, have a project has been created for them or they associated with them, or have been cancelledcanceled.
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Leads are only a record containing what the customer (or potential customer) is interested in, a potential decision date, how they came to you, etc. A contact is required to start a lead record and all leads ever created for the contact are stored forever to determine if someone is constantly shopping you and not buying from you, potentially wasting your time.
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To access detailed information about a specific lead, simply double-click on it, which opens the Lead Entry/Edit Window. From here this window, you can edit the lead information and/or Save and Start a Projectas needed. Additionally, you have the option to save the lead and initiate a project. The lead will also show up appear in the Salesperson's panel, located on at the lower portion of the e-manage Application near the users , along with the user's Alerts and Actions to Perform tabs where the user can . This allows the salesperson to complete the necessary actions listed above and/or cancel the lead.
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mentioned above, such as following up with the lead or canceling it if necessary.
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