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Marketing And Sales > Leads > Associate Other Records With A Lead
  • 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

Associate Other Records with a Lead

 

The 'Lead Summary' interface lets you associate records from various CRM modules (contacts, leads, opportunities, customer organizations) with a lead record. Administrators can view and manage these records and can initiate lead emails to the prospects. A lead can be converted into a opportunity, contact or organization based on the information received.


To view and manage the records of modules associated with a lead record

  • Click 'All' > 'Lead' to open the 'Leads List' interface
  • Click on any lead to open the 'Lead's Summary' page
  • Click the 'Lead Details' link on the right to see even more information
The right-hand menu contains links to the records of other modules which are associated with the lead:



Click these links to create records in other modules which will be linked to the lead.

  • Activities - View and edit existing activities associated with the lead. Add new events and 'To-Do's 
  • Emails - View, create and send emails to the lead 
  • Products - Select existing products associated with the lead. Associate the product to the lead
  • Campaigns - Select existing campaigns associated with the lead. Associate the campaigns to the lead
  • Services - Select existing services associated with the lead. Associate the services to the lead

The example below describes how to manage the 'Product' records associated with a lead.

  • Open a lead as described earlier then click 'Products' in the menu on the right
  • This will open a list of products (product records) that are already associated with the lead



From here you can:

  • Associate new product records to the lead
  • Manage selected product

    • Lead Conversion

      CRM also allows you to send emails to selected persons from any lead record. See Emails to know more details about sending emails.


      Associate Product Records to the Lead


      You can associate contacts to the lead in two ways:

      • Manually select products from records existing in CRM
      • Add a new product and associate with the lead

      To manually associate products records

      • Click 'Select Products'



      A list of available product records will be displayed.

      • Select the product(s) you want to associate with the lead and click the 'Select' button (top left)

      The product will be added to the list of associated records.


      Add a New Product

      • Click the '+' symbol on the top right corner of the 'Product' interface.'
      • Click 'Product' from the drop down.




      The 'Quick Create Product' dialog will appear.

      • Complete the details of the new product and click 'Save'.

      The information in the 'Quick Create Product' dialog is basic in nature. Use the 'full form' if you want to enter more details for the contact.


      To send lead emails 

      • Select the product from the list of associated products and click 'Send Email'
      • Enter the 'To' email address, 'Subject' and compose the mail or select the email template required by clicking the 'Select Email Template' button
      • Click 'Send'.
      The leads selected will receive the email.


      Manage Associated Product


      You can view full details of a product, edit a contact or remove a product from the associated product list.

      • Mouse over a product record to view the options at the far right end of the row

      -

      View product details. See Products for more details.

      -

      Edit product details. See Products for more details.

      -

      Removes the product's associated with the lead.

      The information above also applies to the other record types listed in the right-hand menu.

      Lead Conversion


      A qualified lead can be converted to an opportunity. By converting a lead, you will simultaneously create a new contact record and organization record to store personal and company information.

      To convert a lead:

      • Click 'All' > 'Lead' to open the 'Leads List' interface
      • Click on any lead to open the 'Lead's Summary' page
      • Click the 'Convert Lead' button at the top-right corner of the 'Leads Summary' interface.


      A 'Convert Lead' dialog will be displayed.

      • Select your conversion options. You can create a new organization and/or contact from the lead and can also promote it to an opportunity.
      • See 'Add a New Contact', 'Add a New Organization' and 'Add an Opportunity' if you wish to know more about these sections.
      • Click 'Save'.

      After the lead is converted, the lead record will be removed from the 'Leads List' interface.

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