Manage Leads in the Back-Office

Leads enabled you to save and process the details of commercial activity with people or businesses that have authority, budget and interest to purchase goods and/or services from you, for whom the probability of actual sales is not yet high or is impossible to define. Essentially, leads are prospects or potential sales in a form of contact data. Initial agreement discussions, preliminary price requests or invitations for a bid may be examples of a lead.

Note

See a short demo on how to create and work with a lead or keep reading the step-by-step guidance below.

Hint

Before you work with leads, make sure they are enabled in the application. To learn how to do it, see the System topic.

• Create a Lead
• Manage Leads
• Qualify a Lead
• Import Leads
• Export Leads