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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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As you can see from the above a lead is related to a customer - so you will see many of the same fields.
Creating a Lead in the system
Enter a Company or Person as the parent.
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Enter the required details and save
Orders entered for Leads
An order indicates that the lead is about to become a customer. Customers need to be reviewed before orders are shipped to them.
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For the Order to be removed from hold - the lead must be converted to a Debtor.
Converting a Lead to a Debtor
Activate the 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
Lead Sources
Lead sources includes
- Phone
- Website
- Any Organisation that is flagged as a Lead Source
Note Turn on the "Provides Leads" flag on Debtor and Creditor on your Host Company
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