New lead
Argomenti collegati:
By clicking on "New leads" or the
button to an existing tab you can enter or change the tab of a lead:
Fill in the various fields in a more timely manner bearing in mind that:
- you typed the name of a business reason you can control that it has not already been included tab by clicking on the button
; - clicking
you can insert additional telephone data formatted according to the country of the user (international prefix, area code, number;
click to confirm on
to close the window:
) - You can verify the validity of an email by clicking on
; an icon will appear:
means the address is valid,
does not exist,
cannot be verified correctly; - the "Categories" table works in the same way that relating to businesses (Category);
- the "Region" field is customizable by anyone with access to the section
(Areas); - You can associate the lead to a business card already inserted by clicking
: the search window will appear to select the desired tab by clicking on the name of the company - type in a search and click
key, or click
(Advanced search), or click
to quickly insert a new card (function similar to that present on the sidebar). To close the window click
.
To clear association contact a company click
.
- You can also associate the lead with a contact card already inserted by clicking
: the search window will appear to select the desired tab by clicking on the name of the contact - type in a search and click
key, or click
to quickly insert a new card (type name and click
). To close the window click
.
- for the owner of the lead click
tab, select: insert a search, click
key and select the user; - "Assessment", "Sector" and "Source" fields are customizable by anyone with access to the section
(Assessments, Sectors and Lead origin); - the "Closing date" field indicates what date the lead will be automatically cancelled; insert date directly by filling the field by typing it (dd/MM/yyyy format, dd = day 2 digits; MM = month 2 digits; yyyy = year 4-digit, e.g. 01 01 2009), or by clicking on the '
icon:
So you can select the date from the calendar, clicking on the desired day directly. To change click on
month (previous month) or
(next month). To close the window click
. - clicking the
button for the field "Commercial" you can select a user of commercial type (
set
(User Info)) which will be assigned the holding; - the "additional fields" section is completely customizable in type and quantity in section
(Companies) (additional field shown in figure is for illustration purposes); - users to open the tab will only those belonging to the groups listed in the table "visible from:"; you can add new groups by selecting them from the "Groups" list and clicking the button
;
allows you to add all the groups in the list; in a similar way to remove a group select it in the list "visible from:" and click on the button
;
allows you to remove them all. - completed once the tab click
button to confirm; to not save and return to the management companies click
.