Lead Source

This Help File Page was last Modified on 05/17/2016

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Lead Source

This Help File Page was last Modified on 05/17/2016

The Lead Sources Form allows you to define the Sources of Sales Leads that you want to be able to track.

Tracking Lead Sources is accomplished by recording the Lead Source within the Leads tab of the Prospect Form.

The Leads report will provide calculations by Lead Source, for which Salesperson received which Leads, and the number of Proposals and Invoices that resulted from those Leads.

The Leads Analysis report will provide a summary of how many Subscribers and Prospects are in the system as a result of each of these Lead Sources.

The Leads by Salesperson report will list all Subscribers and Prospects and the Lead Types and Lead Sources from which they were acquired.

 

The Lead Sources Form allows you to define any number of Descriptions representing Lead Source Categories.

To define Lead Sources

a)From the Backstage Menu System Select Maintenance and Choose General and Click the General Maintenance option which displays the Maintenance Menu, or

b)From the Quick Access Menu, Select Maintenance and Choose General Maintenance to display the Maintenance Menu.

 

Once the Maintenance Menu is displayed, Select Prospects and Choose Lead Sources.

 

HelpFilesLeadSource

Lead Sources Form

 

This Lead Sources Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.

Navigation Menu - The Navigation Menu is located at the top of the Lead Sources Form.

 

HelpFilesNavigationBar-Generic

 

This Navigation Menu provides the normal Record Movement, New, Delete, Cancel, Save, and List options.

 

Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Lead Sources Form.

 

HelpFilesLeadSourceRecordEditingSection

 

To define the Lead Sources which will be used to identify the Lead Source Categories

Click the HelpFilesNavigationMenuNewIcon to start the Lead Source entry in the Record Editing section.

ID - This is the system assigned record number which is inserted automatically when the record is initially saved.

Description - Enter a brief Description for this Lead Source entry.

The Description may up to 30 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks.

Click the HelpFilesNavigationMenuSaveIcon to record this Lead Source entry.

The system will assign an ID.

 

HelpFilesNavigationMenuGrid-PrintIconList Icon - The Navigation Menu also has a Grid option which provides a tabular view of the records.

 

HelpFilesLeadSourcesGridView

Lead Sources Form - List View

 

Click the List Icon to display the associated Grid Data.

The columns of Grid Data may be rearranged, filtered, sorted, and exported as a PDF file and/or an Excel formatted file.

 

HelpFilesGridFind&ClearOptions

 

Find - Enter text to search for a specific record, then Click the Find option.

Clear - To remove the text to search for entry, Click the Clear option

 

HelpFilesNavigationMenuGrid-PrintIconWithOptions

Navigation Menu shown with the List Options for Export & Print

 

Click the List Icon again to Close the List View and return to the Record Editing View.

See the Grids - Print Preview - Export Data chapter for complete information on using the List View, including its Export & Print options.