Creating Leads Training

This explains how to create a lead in the system and how the lead becomes a customer.

Table of Contents

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?

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.

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

Saving the company (or person) will give a search code (unless you defined one) and a card number

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

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