New leads
Modificata il domenica, 04 ottobre 2009 18:47 da stefano — Categorizzata come: Non Categorizzata
New lead
¶
Argomenti collegati:
Displays database
Manual in English
New appointment
New dual appointment
New file
New opportunities
New order
New phone call
New preventive
Orders
Quotes
Search activity
Webmail
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
.