Since leads are created from contacts, you can right click on a lead and get the entire If you want to access the contact context menu for a lead, simply right-click on the lead. In addition to the contact context menu, plus you will also see a Lead submenu.
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From the Lead submenu, you can perform several actions, such as:
Open the Lead Record
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: This is similar to double-clicking on the lead
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and will allow you to view and edit the lead information.
Change the Salesperson: If you are a manager, you can re-assign leads to salespeople
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who will
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work on them effectively. The fire icon and last activity date
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help managers identify leads that are not being handled
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promptly, so they can re-assign them to a different salesperson
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.
Start a Project for
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this Lead
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: This
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action initiates a project for the
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lead's company location. When you save the project, the contact and
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lead record are automatically attached to
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it. This usually removes the lead from open leads.
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If you want to track a lead
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until it is booked as an order
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, you can select the "Projects" checkbox from the Leads pop-out panel.
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As a salesperson
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managing other salespeople, you
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have the option to view managed leads (
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including your own) or only your own leads by unchecking the "Managed" menu item
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in the Leads pop-
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out panel.
You can
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also put leads on hold
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, which allows you to set them aside for a later date so that your active list
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only
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includes leads that are
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currently interested. When you click the "Place Lead on Hold" button, a
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pop-up
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window will appear requesting a reason for
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putting the lead on hold and a reactivation date (when the
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lead will automatically
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return to your active list). Since leads
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on hold do not
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appear in your active open leads list, you can
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access them by
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selecting the "On Hold" menu item
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from the Grid Functions menu.
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To reactivate a lead that is on hold
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, you can follow these steps:
Check the "On Hold" checkbox on the Leads pop-out panel
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to view your leads on hold.
Right-click on the appropriate lead record and
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select "View
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Lead Hold Information"
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.
Click the "Reactivate Now" button to remove the hold on the lead and return it to your active open leads list.
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One of the most critical tasks for a salesperson is to maintain an accurate list of open leads. If a lead is not going anywhere, it's essential to cancel it promptly. Canceling an open lead provides valuable information to your company about why the lead didn't convert into a project or an order.
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By selecting a reason from the predefined drop-down list, your company can analyze
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the data and
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make adjustments accordingly.
If your administrator allows it, you may also be able to type in
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the box for reasons not
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listed in the drop-down menu. However, doing so may make it more challenging for your company to analyze the data by compiling percentages of reasons for
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cancellation. Therefore, it's best to stick to the predefined reasons when canceling open leads.
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