Lead Analysis (General)

This analysis allows users to pull up detailed information about leads using point and click criteria building. The data is not compiled, but individual lead records with all of the data that comes with companies, contacts and lead records combined. 

To begin, click on the “Analysis” menu in the top toolbar in the e-manage main window and then on “Contacts” → "Lead Analysis".

Open

In the resulting Query Builder window, choose the criteria that best matches what you are looking for. Note: less criteria returns more results. You can always filter the data once it is in the grid to get more specific lists. While you are selecting your criteria, you will see the query build in the text box below. We expose this to you, the user, so you can see how we retrieve data from the database and if you are SQL knowledgeable, can create your own custom queries. After selecting all of your criteria, click on the "Run Query" button.

Open

From this grid, you can double click to open the lead record and modify it. You can also right click and perform any contact or lead action you can do from the Open Leads pop-out panel.