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How do you create or edit a lead? |
  
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How do you create or edit a lead? |
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To create or edit a lead, follow these steps.
Step 1: Select New lead
Click the Marketing tab located on the ribbon.
Select New lead in the Leads group.
Note:
To edit an existing lead, double-click that lead in the grid, and then proceed to step 2.
Step 2: Complete the form
Tabs for lead
The 'Lead' form contains all relevant information broken down into several tabs. These tabs are located in the upper panel and include:
| • | Campaign information: This contains general information about the campaign (eg name, status, objective and description, start and finish dates, budget and revenue) |
| • | Participants (for internal use): Which of your employees is involved in this marketing campaign? Enter any contact or employee registered as a system user. |
| • | Targets: At whom is the campaign targeted? If you’re doing an email campaign to existing contacts in your database, specify them. |
| • | Respondents: Flag the results of the campaign here (respondents are people who responded to your campaign, positive or negatively). |
| • | Groups: Select any target group (ie group of contacts to classify them for ease of access). |
| • | Email reporting: This is the report tab; that is, to check the results of campaign reporting and link reporting (eg how many emails are forwarded to friends, how many opened and unsubscribed). |
Note:
The fields marked with red star (*) at the right end indicate that they are required fields; other fields can be left blank.
Interaction-history for lead
At the bottom of the screen is a set of tables containing related records (only one type of records is present in one column). This table is called a 'grid'. This grid shows you the main details of the record ie who created it, when it was created, and its subject. To edit any record, double-click the record in the grid.
The grid located in the bottom panel stores the interaction-history, broken down into tabs. These tabs include:
| • | activities - to view a list of all activities (eg meetings, calls, notes and projects) associated with the lead |
| • | communications - to view a history of communication (eg email, fax, letter and SMS) associated with the lead |
| • | documents - to view a list of all documents associated with the lead |
| • | campaign - any campaign associated with the lead. |
Note:
There are two ways to use additional options under a grid:
| • | Right-click inside that grid and choose an option from the context menu. |
| • | Click anywhere inside the grid and choose an available option from the Quick-access toolbar above the ribbon. |
More actions for lead
Controls on the ribbon allow you to carry out the following actions on the selected lead.
For more details, visit the following links:
How do you add a note or attachment?
How do you add a new opportunity?
How do you add a lead to a campaign?
How do you schedule a meeting?
How do you send a fax?
How do you send an SMS?
How do you merge email?
Note:
Since these options are on the contact screen, the system assumes that if you create a note, project, email or any other action from this screen it is automatically related to the previously selected instance. This is consistent throughout the system to reduce unnecessary data entry.
Step 3: Save your data
When you have entered all your information under the appropriate tabs, save your data by choosing one of these options on the ribbon:
| • | Save and close - saves everything you have entered so far and closes the form. |
| • | Save and new - saves everything you have entered so far and re-opens a blank form for another entry. |