Actions in the [Leads] section

In addition to the basic actions, there are several additional actions available in the [Leads] section.

Set up customer needs

This action opens the content of the [Need types] lookup for editing. On the lookup page, you can add, edit or delete needs. Here you can also select products that correspond to each need.

Here you can also select products corresponding to any need.

• The products that were added to the [Product in need type] detail will be available on the [Products] detail of the lead and opportunity pages with the same type of customer need.

• The parameters that were specified on the [Parameters] detail will be displayed as fields on the [Customer need details] of the lead page and [Opportunity details] of the opportunity page.

Evaluate predictive score

Initiate calculation of the probability for successful conversion of selected leads to opportunities. Read more >>>