Editing Leads
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You can track your sales prospects or potential customers in the Leads section of the Sales Module. Enter customer information and track sales information such as potential revenue, estimated close date, sales stage and more. When a lead becomes a customer, you can move the lead to the Customer module. | You can track your sales prospects or potential customers in the Leads section of the Sales Module. Enter customer information and track sales information such as potential revenue, estimated close date, sales stage and more. When a lead becomes a customer, you can move the lead to the Customer module. | ||
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+ | == Lead Overview == | ||
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+ | A lead is a potential customer. A lead is separate from your customers and doesn’t sync to QuickBooks customers. | ||
<br>A lead can be converted to a customer. You can do this directly from the lead or the lead is automatically converted to a customer when you convert the proposal for the lead to a service order, install order, or invoice. | <br>A lead can be converted to a customer. You can do this directly from the lead or the lead is automatically converted to a customer when you convert the proposal for the lead to a service order, install order, or invoice. | ||
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<br>'''Salesperson''' - The user creating the lead will populate the Salesperson field. | <br>'''Salesperson''' - The user creating the lead will populate the Salesperson field. | ||
<br>'''Assigned to''' - You can assign the lead to another SME User | <br>'''Assigned to''' - You can assign the lead to another SME User | ||
− | <br>'''Compliance Code''' - If your lead would require techs that go on their job sit to pass specific certifications, you can assign a compliance code to the lead. Click | + | <br>'''Compliance Code''' - If your lead would require techs that go on their job sit to pass specific certifications, you can assign a compliance code to the lead. Click [[Tech Compliance]] to read more. |
<br>'''Lead Source''' - Customize this drop down to reflect where you get your leads from. (Customize the drop down values in Setup module > Company > Lists.) | <br>'''Lead Source''' - Customize this drop down to reflect where you get your leads from. (Customize the drop down values in Setup module > Company > Lists.) | ||
<br>'''Sales Stage''' - This drop down should reflect the stages you move your leads through (e.g. Cold Lead, Qualified Lead, Needs Assessment, Presentation, Proposal, Refine Solution, etc. Customize the drop down values in Setup module > Company > Lists.) | <br>'''Sales Stage''' - This drop down should reflect the stages you move your leads through (e.g. Cold Lead, Qualified Lead, Needs Assessment, Presentation, Proposal, Refine Solution, etc. Customize the drop down values in Setup module > Company > Lists.) | ||
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<br>'''Exp. Close Date''' - Set the date you are expecting the lead to close. You can sort by this field in the search window. | <br>'''Exp. Close Date''' - Set the date you are expecting the lead to close. You can sort by this field in the search window. | ||
− | <br>If there is something you want to track but you don't see it on this tab, you can create custom field. Custom fields can be text fields, drop downs, date fields and more. Click | + | <br>If there is something you want to track but you don't see it on this tab, you can create custom field. Custom fields can be text fields, drop downs, date fields and more. Click [[Custom Tabs and Fields]] to learn how to setup custom fields. |
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== Add Notes == | == Add Notes == | ||
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<br>[[File:Lead_JournalTab.png]] | <br>[[File:Lead_JournalTab.png]] | ||
<br>When you convert the lead to a customer, you will be able to reference all the notes entered in all the modules for the customer. | <br>When you convert the lead to a customer, you will be able to reference all the notes entered in all the modules for the customer. | ||
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== Create Activities (reminders) == | == Create Activities (reminders) == | ||
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