Leads Overview

Lead records in SalesNOW store information about a potential business opportunity with a contact and/or a company. Once the lead has been qualified as an actual business opportunity, it can be converted into a deal and all the information stored on the lead record will be transferred to the new deal record.

Leads can be entered manually, as described in the next section Creating New Leads, or your SalesNOW administrator can import leads directly into the system (see Importing Leads).

Lead records in SalesNOW store a variety of information. The General Information is stored within the main body of the record. To edit the record's General Information, tap Edit at the top right of the screen, next tap the field that you want to edit. Make your change(s) and tap Done and then tap Save to save your changes.

Lead records also store Related Information, such as contacts, companies, emails, calls, meetings, tasks and custom information. To view or edit the record's Related Information, scroll to the bottom of the page of an open lead record and tap one of the related lists.

General Information this is the lead's basic information such as the lead's name (such as ABC Manufacturing Lead), the lead's contact and/or company association, lead type, lead source, status of lead (active or inactive), estimated units, estimated value, call back date and notes.
Contacts this section stores the names of any additional contacts that have been associated with this lead and also their roles.
Companies this section stores the names of any additional companies that have been associated with this lead and also their roles.
Calls this section stores any call records that have been associated with this lead. This includes both scheduled phone calls (calls that you've planned in the future, see Scheduling Calls) as well as call logs (records of calls that have taken place, see Creating Call Logs).

Meetings this section stores any meeting records that have been associated with this lead. This includes both scheduled meetings (meetings that you've planned in the future, see Scheduling Meetings) as well as call logs (records of calls that have taken place, see Creating Meeting Logs).
Tasks this section stores information about activities, such as to-do items and reminders, that have been associated with the lead.
Custom this section stores information from any custom fields that may have been added to the lead/deal record by your SalesNOW Administrator. Note: the custom tab will not appear if there are no custom fields that have been added on the lead/deal document.

This section describes how to work with your deals in a number of ways:

Creating New Leads create a new lead record
Calling Contacts from a Lead call a contact directly from a lead record
Emailing Contacts from a Lead email a contact directly from a lead record

Leads Overview

See Also: