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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.
Lead to Debtor for companies with an Approval Process
If your host company has New Debtors Require Approval
Then use the New Accounts Dashboard
Review the new debtors dashboard - this shows all the leads or debtors in proposed status
Fill in the details required to make the debtor Active
Lead to Debtor for companies without an Approval Process
Activate the lead via the Status menu
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Status changes are logged on the Debtors form, Orders/Audit tab Only users with the Secure Feature "Can Maintain Debtor Terms" can convert a lead to a debtor Email Template sent is Usage Context: Debtor, System Usage: Approved |
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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