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Lead

Lead ¶

Argomenti collegati:

• Company
• Manual in English
• Management fields additional
• New appointment
• New dual appointment

The section is the management of the tabs of the leads. U n lead is potentially interested natural or legal entity to the product with which comes into contact, but who do not can still be categorized as customer given the high degree of uncertainty.

The splash screen features are quite similar to those contacts (Contacts).

Schenda Lead ¶

On this screen you will see all the lead data:

• to automatically create a card company and/or a card to replace the tab lead contact back it all key data click :
  

Select the entry you want; if the last option is selected, you must select an existing farm: insert a search, click key and select the company desired; after you click ;

• to view the log of changes to the tab click ;
• to see what contacts are associated with the main holding click (Contacts);
• to return to the last search click ;
• to New contact click ;
• to print tab click ;
• clicking you can quickly send e-mail to an address choice lead; tab
• If you have created at least a welcome ( (New email)) mail you send them one to lead by selecting it in the list and clicking ; you can change the e-mail address where there is this need;
• you just click on the email address to send mail to the lead (via e-mail handler).