Working with Leads

To modify the lead details:

  1. Click Leads in the navigation pane. The Leads list page is displayed.
  2. Click the lead name. The Lead details page is displayed.
  3. Click View More to modify this information:
    Name
    The name of the lead.
    Account
    The account to which the lead belongs.
    Website
    The primary website of the lead. Websites can be modified in the Websites related section.
    Address
    The primary address of the lead. Addresses can be modified in the Addresses related section.
    Email
    The primary email address of the lead. The email addresses can be modified in the Emails related section.

    To send an email, click Email.

    Account Manager
    The person or team in the organization that manages the account relationship.
    Owner
    The person or team within the organization that has access to the account.

    This is determined by the account owner and cannot be changed.

    LinkedIn
    The URL to access LinkedIn information of the lead.
    Facebook
    The URL to access Facebook information of the lead.
    Twitter
    The URL to access Twitter information of the lead.
    Title
    The designation of the lead.
    Phone
    The primary phone number of the lead.

    This value is defaulted based on the selected account and you cannot modify this value.

    Type
    The type of lead.
    Interested In
    A brief description of the intrests shown by the leads.
    Do Not Solicit
    The lead cannot be solicited.
    Note:  If this field is set to Opted Out or No Response, the values in the remaining Do Not fields are defaulted based on the value selected in the Do Not Solicit field and cannot be modified.
    Do Not Email, Do Not Call, Do Not Mail, Do Not Fax
    The email, call, mail or fax can be solicited. These fields are enabled only if the Do Not Solicit field is set to a value other than Opted Out.
    Profile Image
    The initials or image that represents the lead. If no image has been previously uploaded, the initials of the lead is displayed.
    Note: To modify the image, rest the pointer on the profile image. You can click the Camera icon to select and upload a .png file.
  4. Click the History tab to view the history of activities performed on the selected lead.
  5. Click the Files tab to view the history of attachments linked to the selected lead.
  6. Expand or collapse an entity related section to add, review or modify the data defined for the various entities linked to the Lead.
  7. Click Save.
    You can also:
    • Access functions from the details page toolbar.
    • Use the Convert to Contact option to convert a lead to contact.
    • Access the Extended Details option from the Detail menu.
Related topics