Lead Basics

After logging in and checking your calendar of events and tasks for the day, for many users the next stop is the Leads tab. A lead is generally a person or company that you have yet to establish a working relationship.

Leads_tab.jpg
Leads_tab.jpg


To begin marketing to your leads, run a Search to get a working list of data in front of you, then click on the top name in the list. The record detail screen will appear. Notice in the top right corner of the record the Previous / Next links. These make it easy to move forward and backward to the next lead without having to constantly click back and forth to the leads tab.

After making your contact attempt, Edit the lead. Update the information, make notes as needed, and always remember to update the lead status. When finished, Save the record and click Next. The next lead in your list appears, and you can continue through the process.

To add a new lead by hand to the system, click the Create New Lead button from the main Leads page. Add all of the relevant information you need, click Save and the lead is immediately added to the system. Notice also at the bottom of the screen the link Save and New. This button can come in handy when you want to add a number of new leads at the same time.

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