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.

LEADS MENU

From the menu panel it is possible to access to the following functionalities:

• Create a Lead: this is the form to create a lead manually.
• View Lead list: list all the existing leads and allow the user to filter and search by different parameters.
• Merge Leads: Allows the user to merge 2 or more different leads into 1 in order to avoid duplications and have repeated information.
• Lead to account conversion: Allows to convert a Lead into an account.

(Screenshot)

NEW LEADS

This option takes the user to the “New Lead” form. For more details on how to create a Lead and this form please redirect to the section in this document “How to create a Lead?”

View All leads

The system allows to list all the existing leads on the platform and quickly review if the user has activities or reminders related to any of them. The UI shows 3 different tabs,each one with different features: Lead List My Activities My Reminders