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. Below is a grid of Lead records for the contact opened.
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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 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 the that 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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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 displays all leads, regardless of their status, whether they are open, have a project associated with them, or have been canceled.
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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 this window, you can edit the lead information as needed. Additionally, you have the option to save the lead and initiate a project. The lead will also appear in the Salesperson's panel, located at the lower portion of the e-manage Application, along with the user's Alerts and Actions to Perform tabs. This allows the salesperson to complete the necessary actions mentioned above, such as following up with the lead or canceling it if necessary.
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