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Lead Header



Critical Fields

1.Name : This field is used to enter the new customer contact person name

2.Lead Date : This Field is used to capture the date of the Lead

3.Phone : This Field is used to enter the Customer Phone Number

4.2nd Phone : This Field is used to Capture the Customer Phone Number 2

5.Email address : This Field is used to Capture the Customer Email Address

6.Fax : This Field is used to capture Customer Fax Number

7.Customer name : This field is used to enter the new customer Name

8.Customer location : This  Field is used to capture Customer Location

9.Lead source : This field is used to capture the source for the enquiry

 9.1 Cold call : By a cold call is the source for this enquiry

 9.2 Conference : Company Conference is the source for this enquiry

 9.3 Customer portal : Customer portal is the source for this enquiry

  9.4 Dealer : By a Dealer is the source for this enquiry

  9.5 Email : Company Email as a source for this enquiry

  9.6 Employee : By a Company Employee is the source for this enquiry

  9.7 Existing customer :  Existing Customer is the source for this enquiry

  9.8 Magazine : Company in Magazine is the Source for this enquiry

   9.9 Partner : By partner is the source for this enquiry

   9.10 Trade show : By Company trade show is the source for this enquiry

   9.11 Web site : Company Website is the source for this enquiry

   9.12 Word of mouth : By Word of Mouth is the source for this enquiry

10.Lead status

   10.1 Cold - Cold is the current status of the lead in the Entire cycle

   10.2 Converted - This status defines that the lead is converted in the cycle

   10.3 Expired - This status defines that the lead Time expired

   10.4 Follow up - This status defines the lead is still in follow up

   10.5 Hot - This status defines the lead is in a Converting Stage

   10.6 New -This status defines the lead is new

   10.6 Recycled - This status defines that the lead is Reworked

   10.7 Warm - This status defines a normal lead stage in the entire cycle

   10.8 Working - This status defines the lead is in IN progress

11. Lead Source description - Short Description of the lead source

12.Lead status Description - Short  Description of the lead Status

13.Sales Representative :This field used for sales rep updating purpose ,the regard will display from employee master when sales rep field is checked

Critical & onetime setup fields

1.Organization:This Field is used to select the organization name

Non-Critical Fields

1.Campaign

2.Comments

Zoom condition’s

Customization

Activity



Critical Fields

1.Activity Type - It defines the Activity type in Follow ups

 1.1 Email  -  It defines the Activity is happened through Email

 1.2 Meeting -  It defines the Activity is happened in meeting

 1.3 Phone call -  It defines the Activity is happened through call

  1.4 Task -  It defines the Activity is happened through a task

2. Description - short Description of the Activity.

3..Sales Representative :This field used for sales rep updating purpose ,the regard will display from employee master when sales rep field is checked

4.Sales opportunity : Sales opportunity document details updating purpose

5.Start Date :Lead start date

6.End date :Lead end date

7. Follow up - check box is enable Below fields are available

  7.1 Follow Up Date

  7.2 Remind Before(Minutes)

Critical & onetime setup fields

Non-Critical Fields

Zoom condition’s

Customization

Convert Lead to BP and Opportunity

To click process button