Lead

LEAD MODULE

What is a Lead?

From a marketing standpoint a Lead is a prospect, it means it is a potential customer. It is the next step to the RPH.

Nevertheless for administration purposes a Lead is known as a “site”; and the same happens for an Account.

The structure for a site, no matter if it is a Lead or an Account, is a parent-children relationship. The Parent account can be found as “Management Company” or “Management Account” in the system.

For example, a company may have headquarters (parent account) and 3 subsidiaries (children). Each one of those subsidiaries are the children of the headquarter, and each child is considered a Site in the system, since the geographical address for each one is different.

This is an important aspect that needs to be considered when creating a new Lead. According to this, there are 3 different situations under which a lead can be created:

• The Lead doesn’t have a major account related to it, therefore it is self managed

• The Lead does have a major (parent) account related and the same is already registered in the system

• The Lead does or could have a major (parent) account, but this isn’t registered in the system

The structure is important for the business since the invoices for the services provided are most often created to the Parent account.