New leads

Modified on 2009/10/04 18:47 by stefano Categorized as Uncategorized
==New lead == {s:Related}
By clicking on "New leads" or the {{<img src="{up}Manuale IT/MODIFICA.PNG"/>}} button to an existing tab you can enter or change the tab of a lead: {{<img src="{up}Manuale IT/3.5.1 crm - lead - nuovo lead00.PNG"/>}}

{{<img src="{up}Manuale IT/3.5.1 crm - lead - nuovo lead01.PNG"/>}}

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 {{<img src="{up}Manuale IT/magnify.PNG"/>}};
* clicking {{<img src="{up}Manuale IT/phone.PNG"/>}} you can insert additional telephone data formatted according to the country of the user (international prefix, area code, number; {{<img src="{up}Manuale IT/OK.PNG"/>}} click to confirm on {{<img src="{up}Manuale IT/X orange.PNG"/>}} to close the window: {{<img src="{up}Manuale IT/3.5.1 crm - lead - nuovo lead02.PNG"/>}})
* You can verify the validity of an email by clicking on {{<img src="{up}Manuale IT/magnify.PNG"/>}}; an icon will appear: {{<img src="{up}Manuale IT/mail ok.PNG"/>}} means the address is valid, {{<img src="{up}Manuale IT/mail no.PNG"/>}} does not exist, {{<img src="{up}Manuale IT/mail unknown.PNG"/>}} cannot be verified correctly;
* the "Categories" table works in the same way that relating to businesses ([Category|Category]);
* the "Region" field is customizable by anyone with access to the section {{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP configurazioni.PNG"/>}} ([Areas|Areas]);
* You can associate the lead to a business card already inserted by clicking {{<img src="{up}Manuale IT/magnify.PNG"/>}}: the search window will appear to select the desired tab by clicking on the name of the company - type in a search and click {{<img src="{up}Manuale IT/CERCA.PNG"/>}} key, or click {{<img src="{up}Manuale IT/RICERCA AVANZATA.PNG"/>}} ([Advanced search|Advanced search]), or click {{<img src="{up}Manuale IT/NUOVA AZIENDA.PNG"/>}} to quickly insert a new card (function similar to that present on the sidebar). To close the window click {{<img src="{up}Manuale IT/X orange.PNG"/>}}.

{{<img src="{up}Manuale IT/3.5.1 crm - lead - nuovo lead03.PNG"/>}}

To clear association contact a company click {{<img src="{up}Manuale IT/X red small.PNG"/>}}.


* You can also associate the lead with a contact card already inserted by clicking {{<img src="{up}Manuale IT/face.PNG"/>}}: the search window will appear to select the desired tab by clicking on the name of the contact - type in a search and click {{<img src="{up}Manuale IT/CERCA.PNG"/>}} key, or click {{<img src="{up}Manuale IT/NUOVO CONTATTO.PNG"/>}} to quickly insert a new card (type name and click {{<img src="{up}Manuale IT/OK.PNG"/>}}). To close the window click {{<img src="{up}Manuale IT/X orange.PNG"/>}}.
{{<img src="{up}Manuale IT/3.5.1 crm - lead - nuovo lead04.PNG"/>}}
* for the owner of the lead click {{<img src="{up}Manuale IT/face.PNG"/>}} tab, select: insert a search, click {{<img src="{up}Manuale IT/OK.PNG"/>}} key and select the user;
* "Assessment", "Sector" and "Source" fields are customizable by anyone with access to the section {{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP configurazioni.PNG"/>}} ([Assessments|Assessments], [Sectors|Sectors] and [Lead origin|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 ' {{<img src="{up}Manuale IT/seldate.PNG"/>}} icon:
{{<img src="{up}Manuale IT/calendario.PNG"/>}}So you can select the date from the calendar, clicking on the desired day directly. To change click on {{<img src="{up}Manuale IT/monthprev.PNG"/>}} month (previous month) or {{<img src="{up}Manuale IT/monthnext.PNG"/>}} (next month). To close the window click {{<img src="{up}Manuale IT/X orange.PNG"/>}}.
* clicking the {{<img src="{up}Manuale IT/face.PNG"/>}} button for the field "Commercial" you can select a user of commercial type ({{<img src="{up}Manuale IT/SETUP.PNG"/>}} set {{<img src="{up}Manuale IT/SETUP utenti.PNG"/>}} ([User Info|User Info])) which will be assigned the holding;
* the "additional fields" section is completely customizable in type and quantity in section {{<img src="{up}Manuale IT/SETUP.PNG"/>}} {{<img src="{up}Manuale IT/SETUP configurazioni.PNG"/>}} ([Companies|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 {{<img src="{up}Manuale IT/addsel.PNG"/>}}; {{<img src="{up}Manuale IT/addall.PNG"/>}} 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 {{<img src="{up}Manuale IT/remsel.PNG"/>}}; {{<img src="{up}Manuale IT/remall.PNG"/>}} allows you to remove them all.
* completed once the tab click {{<img src="{up}Manuale IT/SALVA.PNG"/>}} button to confirm; to not save and return to the management companies click {{<img src="{up}Manuale IT/ANNULLA.PNG"/>}}.
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New leads
