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