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Table of Contents
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Leads Overview
Leads are Debtors that are not yet a Debtor. This gives them many capabilities you are familiar with from the Debtors - however it does not clutter up your debtors lists.
If an order is placed by a lead - the order goes on hold. The debtor can then be reviewed by accounts before the order is released.
How is a lead different to a customer?
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Once the company or person details have been added then they will populate to the lead form
Creating a Lead
Leads are created in a different Screen. Add a New Person or Company to the system depending on your lead.
Activating a Lead as a Debtor
Activating a lead (via the Status menu):
- Sets status to OK
- Sets Stop Supply off
- Sets terms to COD
- Unholds any held orders
- Sends an email to the new debtor, copied to the activating user
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Status changes are logged on the Debtors form, Orders/Audit tab |
Setups
Next Actions List
Note that the Next Actions are setup as Lookups and can be maintained
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