Business Lead

[About Business Lead]

[To Customer Relationship Management]

Usage

Use this window to register a new business lead. You can manage business leads between different stages with pertaining details. You can connect other information to the lead record, such as language, country, address, contacts, etc.

For the description of each tab in the window, follow the appropriate link: General, Addresses, Contacts, Activities, Representatives, Access

Activity Diagrams

Manage Business Lead

Activities

Convert Lead
Merge Lead
Merge Lead to Customer
Find Duplicates
Add Customer Contact to Marketing Campaign