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 is a grid of Lead records for the contact opened.
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.
