HansaManuals

HansaManuals Home   >> Standard ERP   >> CRM   >> Settings  

Previous   Next               Entire Chapter in Printable Form               Search  

This text refers to program version 8.4  

Leads

---

The Leads setting is a means of storing and viewing sales leads. This setting is a subset of the Contact register, so Leads are stored together with Customers, Suppliers and Contact Persons in the same register. A Lead record is a record in the Contact register in which you have ticked the Lead check box (visible in the header of the Contact window, but not shown in the Lead window).

When you open the Contact register in a module such as the Sales or Purchase Ledger, the browse window will contain every Contact record including Leads (subject to the Limited Access feature). When you open the Leads setting in the CRM module, the browse window will only contain those Contacts that have been marked as Leads.

As the Leads setting is a subset of the Contact register, you can open a Lead record or create a new one from both the 'Contacts: Browse' and 'Leads: Browse' windows. However, the Lead record window only contains fields that are relevant to Leads, including several that are not shown in the Contact record window.

If you create a new Lead record using the Leads setting in the CRM module, the new record will be marked as a Lead automatically. If you can create a Lead record using the Contact register in any other module, you will need to tick the Lead check box in the header of the Contact window yourself.

You can use both Leads and Customers in Opportunities. However, you can only use Customers in Quotations, Orders and Invoices. So, if you create an Opportunity in the name of a Lead and you then create a Quotation, Order or Invoice from that Opportunity, you will need to "upgrade" the Lead to Customer status (i.e. tick the Customer check box in the header of the relevant Contact record) before proceeding further.

The Leads setting is described below. The Contact register is described here.

To open the Leads setting, first change to the CRM module using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or Mac OS X, click the [Settings] button, also in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Lead' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Leads: Browse' window is displayed, the Lead records that you have previously entered.

To enter a new record, select 'New' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). The 'Lead: New' window appears: enter the details as appropriate and click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save the new record.

Header

Enter the unique Code for each Lead, and the Name, Rating and Title. The Title field is the equivalent of the Courtesy Title field on the 'Comments' card in the Contact window, so you can use 'Paste Special' to choose from the Courtesy Titles setting.

Contact Card

Here you can enter address and other contact details for the Lead. The Currency field is the equivalent of the Sales Currency field on the 'Pricing' card in the Contact window.

Status Card

On the 'Status' card you can enter information about the Lead, such as the Industry they are in and the source of the Lead.

Notes Card

The 'Notes' card contains a text field that you can use to record comments about the Lead.

Settings in the CRM module:

• Introduction
  

• Activity Classes
  

• Activity Consequences
  

• Activity Priorities
  

• Activity Types
  

• Activity Types, Subsystems
  

• Additional Email Recipients
  

• Classification Types
  

• Company Workflow Overview
  

• Contact Classifications
  

• Contact Settings
  

• Courtesy Titles
  

• CRM Settings
  

• Customer Categories
  

• Default Activity Text Codes
  

• Favourite Activity Types
  

• Global CRM Settings
  

• Industries
  

• Info in Customer Status Report
  

• Info in Supplier Status Report
  

• Job Titles
  

• Leads
  

• Lead Sources
  

• Lead Status
  

• Map Setting
  

• Normalized Phone Numbers
  

• Number Series - Activities, N/L Transactions
  

• Number Series - Customer Letters
  

• Number Series - Opportunities
  

• Opportunity Classes
  

• Telephony Settings
  

• Text Types
  

• User Defined Fields - Activities
  

• User Defined Fields - Contacts
  

• User Defined Fields - Items
  

• User Workflow Overview

• Home page for CRM module manual
  

• Home page for Standard ERP manual

Previous   Next   Top            Entire Chapter in Printable Form