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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.
You can enforce an approval process with minimum data collected before a lead can become a customer
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.
Mass upload of leads
Creating a Lead in the system
Enter a Company or Person as the parent.
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You might want to check if the company (or person) does not exist already in the system before you create a lead by doing a search |
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From the Lead Form
Saving the company (or person) will give a search code (unless you defined one) and a card number
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If your host company has New Debtors Require Approval
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Lead Wizard - for companies
The lead wizard is designed to enter high volumes of leads - through a formal process that includes approval of the lead
Company information
Sales Reps and Delivery Patterns (if required)
If the customer has departments you deal with separately
Contacts at the company
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If a sales order is entered for a lead that is not approved - the sales order and the customers is put on hold with reason "Lead"
To remove the Stop supply - the lead must be approved and converted to a customer (requires appropriate authorisation)
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New Accounts Dashboard = leads to be approved
Review the new debtors dashboard - this shows all the leads or debtors in proposed status
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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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