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CRM Admin Guide

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Marketing And Sales > Leads > Manage Leads
  • Introduction To CRM
    • Open The CRM
  • The CRM Admin Console
    • The Home Console
    • Configure Your Preferences
    • Use Search Option And Filter Option In CRM
  • Marketing And Sales
    • Manage Marketing Campaigns
      • Add Campaign Records
      • Track Campaigns
      • Associate Records From Other Modules To A Campaign
      • Mass Management Of Campaigns
    • Leads
      • Create New Leads
      • Manage Leads
      • Associate Other Records With A Lead
      • Mass Management Of Leads
    • Organizations
      • Add A New Organization
      • Manage Organizations
      • Associate Records From Other Modules To An Organization
      • Mass Management Of Organizations
    • Contacts
      • Add A New Contact
      • Manage Contacts
      • Associate Records From Other Modules To A Contact
      • Mass Management Of Contacts
    • Opportunities
      • Add An Opportunity
      • Manage Opportunities
      • Associate Other Records With An Opportunity
      • Mass Management Of Opportunities
    • Quotes
      • Create Quotes
      • Manage Quotes
      • Associate Records From Other Modules To A Quote
      • Mass Management Of Quotes
    • Invoices
      • Create An Invoice
      • Manage Invoices
      • Associate Asset Records To An Invoice
      • Mass Management Of Invoices
    • Sales Orders
      • Add A Sales Order
      • Manage Sales Orders
      • Associate Records From Other Modules To A Sales Order
      • Mass Management Of Sales Orders
    • Import And Export Records
    • Emails
  • Inventory
    • Assets
      • Create An Asset Record
      • Manage Assets
      • Mass Management Of Assets
    • Products
      • Add A Product
      • Manage Products
      • Associate Records From Other Modules To A Products
      • Mass Management Of Products
    • Services
      • Add Services
      • Manage Services
      • Associate Records From Other Modules To Service
      • Mass Management Of Services
    • Price Books
      • Add Price Books
      • Manage Price Books
      • Mass Management Of Price Books
    • Vendors
      • Add A Vendor
      • Manage Vendors
      • Associate Records From Other Modules To Vendors
      • Mass Management Of Vendors
    • Purchase Orders
      • Add A Purchase Order
      • Manage Purchase Orders
  • Tools
    • Email Templates
    • Add Website Bookmarks
    • View And Manage Calendars
      • Manage Shared Calendar
      • Update And Manage Calendar Entries
      • Manage Calendar Settings
    • Recycle Bin
  • Analytics
    • Generate A Report
    • Manage Reports
  • Configure CRM Settings
    • Configure The Picklist Editor
    • Manage Company Details
    • Configure Miscellaneous Settings
      • Outgoing Email Server Settings
      • Edit Terms And Conditions
      • Manage Currencies
      • Manage Tax Calculations
  • Custom Views
  • About ITarian

Manage Leads

 

  • The lead list lets you view and update lead contact information, industry, assigned staff member and more.
  • You can also schedule activities for the lead from this interface. Activities will be added to the calendars of team members assigned to the lead.
  • You can associate emails, products, campaigns and services records to a lead from here. You can also send automated emails to the lead, and transfer lead ownership.

To view lead details:

  • Click 'All' > 'Leads' to open the lead list
  • Click on a lead to view the lead summary
  • Click 'Lead Details' if you want to see even more.
To edit a lead:
  • Click 'All' > 'Leads' to open the lead list
  • Click on a lead's first name and then the 'Edit' button at the top right of the 'Lead Summary' interface
OR
  • Click 'All' > 'Lead' to open the 'Lead List' interface
  • Place your mouse cursor over the name of a lead to reveal the action buttons on the right of the row
  • Click the 'pencil' icon to open the lead edit interface:



  • See this table for descriptions of the fields in the 'Lead Details' interface
  • Administrators can edit a lead to update it with the latest campaign progress
Comments

The comments part of the lead record allows staff to post internal memos about the lead.

To view a comment in a record:
  • Click 'All' > 'Leads' (under 'Marketing and Sales') to open the 'Leads List' interface
  • Choose a lead record and enter your comments and click 'Save'
OR
  • Click 'Comments' in the 'Leads Summary'  interface
  • Enter your comments and click 'Save'



Activities


Activities consist of 'Events' (meetings, calls, webinars etc) and 'To Dos' (product delivery, purchase etc). Administrators can add 'Activities' to a lead and these will be added to the CRM calendar. Activities can be viewed by administrators and staff members to whom the lead is assigned. Assigned staff and administrators can add an 'Event' or 'To Do' as an activity of a lead record.

To create an Event/To Do:

  • Click 'All' > 'Leads' (under 'Marketing and Sales') to open the 'Leads List' interface
  • Choose a lead then click 'Activities' from the menu on the right
  • Click 'Add Event' or 'To Do' in the activities interface.
OR
  • Click 'More' on the top right of any of the lead interfaces from the right pane.
  • Choose 'Add Event' or 'To Do' in the drop down menu.




The event / to-do dialog will open:

  • Complete your event details and click 'Save'.

Please note that the 'Activity Type' option is only available for quick events.


The information in the quick event dialog is basic in nature and will be used to populate the calendar entry. Use the 'full form' if you want to create a detailed event with more information (priority, visibility etc).

  • To create a detailed event, click the 'Go to full form' button in the quick event dialog:



  • Enter the required details and click 'Save'.

See Manage Shared Calendar for more details on the 'Event/To Do' full form.

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