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).

The lead record stores a variety of information, each separated by a light green title bar, including:

• General Information this is the lead's basic information such as the lead's name (such as the ABC Manufacturing Lead), the lead's contact and/or company association, lead type, lead source, status of lead (active or inactive), estimated value, call back date and notes.
• 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 bar will not appear if there are no custom fields that have been added on the lead/deal document.
• Secondary Owners this section stores the names of any secondary owners of this lead. A secondary owner is another SalesNOW user within your team that has also been given access to view and edit this lead record.
• Contacts this section stores the names of any contacts that have been associated with this lead and also their roles.
• Companies this section stores the names of any companies that have been associated with this lead and also their roles.
• Emails this section stores any emails that have either been sent to or received from any contacts and manually associated with this lead. Note that email attachments are not stored within SalesNOW.
• Calls this is a list of any calls that have been associated to this lead.
• Meetings this is a list of any meetings that have been associated to this lead.
• Tasks this is a list of any tasks that have been associated to this lead.

Note: To display information contained below a specific light green title bar such as emails click show at the top right of the title bar. Similarly, to hide information contained below a specific light green title bar, click hide at the top right of the bar.

See Also:

Creating New Leads

Customizing SalesNOW

Secondary Record Ownership