Every time a customer or potential customer is interested in buying something from your company, you should create a lead record to track how they came to know about you and to make sure the salesperson does not forget to get back with the potential customer. Other people in 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. Below This is a grid of Lead records for the contact openedlisting of leads created against the currently opened contact. This grid shows all leads regardless if they are open, a project has been created for them or they have been cancelled.
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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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From this grid, users can double click to open the lead to view the Lead Entry / Edit Window. From here you can edit the lead information and/or Save and Start a Project. The lead will also show up in the Salesperson's panel located on the lower portion of the e-manage Application near the users Alerts and Actions to Perform tabs where the user can complete the actions listed above and/or cancel the lead.
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