Contact Leads

When a customer or potential customer expresses interest in purchasing something from your company, it is important to create a lead record. This allows you to track how they found out about your company and ensures that the salesperson doesn't forget to follow up with the potential customer. In addition to the salesperson, other members of your company can also create lead records and assign them to the appropriate salesperson for immediate attention.

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 displays all leads, regardless of their status, whether they are open, have a project associated with them, or have been canceled.

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.