Working on the process

To run the lead management process, click the [Qualify] button, which is displayed in the list when selecting a lead record or on the new lead page.

Use the workflow bar and action panel at the top of the lead page (Fig. 1) to manage a lead stages. With the workflow bar, you can switch to any stage, skip a stage or return to any previous one.

Using the action panel, you can manage activities created when managing a lead. Customer need details, lead management history and other information are available on the tab dashboard. Check tips for each stage by hovering the cursor over the icon.

Fig. 1 Lead management process

 

See also

•Lead stages

•Leads FAQ

Video tutorials

•Lead management