Sales lead Process

A sales lead is the identification of a person or entity that has the interest and authority to purchase a product or service. This step represents the first stage of a sales process.

To create a new sales lead you need to click on Add and the screen below will appear

If the client already exists and they are now interested in more business you can enter the name or select them from the customer drop-down

View Button is for viewing prospects' details if they have already existed. 

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To create a new prospect click on new 

 

CRM Module> Activity> Sales Leads

 

Owner – Is the Person responsible for generating the lead

The Customer - is the person or entity interested in your products/service

Using the Business Card You Can Insert the Information by clicking on New it will open the Debtors Setup Window Add the Company Details and Select under Debtor Type Drop down Arrow that it is a prospect or Opportunity

Sales Rep – This Is the Sales Person to be commissioned for the Lead

Stage – This is where you class your lead select the action that defines the stage on the drop down menu

Lead Date –The date When the Lead was Prospected

Follow Up Date – The Date when the follow up is to be done

Est.close Date – The Estimated date when the sale is closed.

Customer Type – The Customer Type Is between New and existing select one

Rating - Allows you to rate a lead hot, warm, Cold

Status – Here you can define The Status of the Lead

Reference –Add Reference

Description –add a description

Comments /Notes - add notes or comments

Route to market Select the category it falls under in the drop down arrow

Source – Add the Source

Activity Category – Select te Activity Category From The Drop Dow n Arrow

Colour Code – Colour Code your Lead Select colour from the drop Down Arrow

Probability – Rate the Probability of the Lead in Percentages

Estimated Revenue – Add the Amount for an estimated revenue

Estimated Cost – Add an estimated cost

Estimated Profit – Add an Estimated Profit

Weighted Pipeline -

Division – Select the Division

Region – Select the Region

Available Budget – Add the Available Budget

Save And New – to Save and add A new Sales Leads

Save and close - To Save and Close the Captured Sales Lead

Save to Save Only

Close To Close Only and Exit the Form

Contacts Tab

This Will Show the Contact Persons Linked to this Lead

Sales Leads Activity:

Edit Button

The edit button allows you to make changed to an existing Sales Lead details

Click Edit to Change an activity category for an example.

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Details Tab