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Lead Types

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

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Lead Types

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

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Lead Types

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

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

Tracking Leads is accomplished by first recording the Lead Type in the Leads tab of the Prospect Form.

The Leads report will provide calculations by Lead Type, 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 the Lead Types.

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 Types Form allows you to define any number of Descriptions representing the Types of Leads that will be tracked.

To define Lead Types

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 Types.

 

HelpFilesLeadType

Lead Types Form

 

This Lead Types 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 Types 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 Types Form.

 

HelpFilesLeadTypeRecordEditingSection

 

To define the Lead Types which will be used to identify the Lead Type Categories

Click the HelpFilesNavigationMenuNewIcon to start the Lead Type 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 Type 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 Type entry.

The system will assign an ID.

 

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

 

HelpFilesLeadTypesGridView

Lead Types 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.