Lead management process

The lead management process starts with qualifying a new lead and continues as you nurture the lead. This changes the lead stages. The lead management process creates activities and as these activities are completed, their results influence the process flow.

Note

By default, the lead management is performed by a business process. To switch to a more flexible “case” format, disable the default lead management business process, clear the value of the [Lead management process] system setting and save it. Set up a case in the [Leads] section using the case designer.

Contents

•Working on the process

•Lead stages

See also

•Lead qualification

•Lead distribution

•Lead handoff to sales

•Awaiting sale

•Leads FAQ

Video tutorials

•Lead management