– leads list. It displays leads as a list of records. The list of columns and their function is covered in the description of the lead page below.A lead represents an interest in your products expressed by a potential customer. For example, new leads emerge if new users have registered on your website, or during the trade show you have received the visit cards of the interested parties, or you have got a call from the contact who was previously interested in your services. You can work both with the customers who are ready to make a deal or those who need some more time to consider a purchase.
The lead can be registered manually in bpm’online sales or imported from an Excel file. In the Leads section you can manage the leads nurturing process from the moment a potential customer expresses an interest in your products up to the lead handoff to sales. In this section, you can store communication options and general information about potential customers, track lead sources, define lead portfolio, as well as its perspective and potential.
Views
The section contains several views:
• – leads list. It displays leads as a list of records. The list of columns and their function is covered in the description of the lead page below.
•
– leads analytics. It displays charts, indicators and ratings that can be used to analyze leads. Read more
The lead management process runs automatically if a lead is registered for an existing customer.
The process runs as the work with the lead progresses, which also changes leads stages. The lead management process creates activities. As these activities are completed, their results influence the process flow.
Lead management process involves working with the Leads and Activities sections. The process consists of the several stages, each stage involves certain sequence of steps:
During the process you can work with any records in the system, for example, update your calendar, check emails or register new customers. To continue working by the process, go to the Leads section and click the process related button that is displayed when selecting the record from the list or on the lead page. Depending on the lead stage, the process-related button can be [Distribute] or [Handoff to sales]. To navigate the process, use the hints that are displayed when clicking the 
button.
Note
General detailed business process options are described in a separate book.
Next in this chapter
The [Attachments and notes] tab