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 sub-tabs. When you open a lead record, the General sub-tab opens by default. To move to a different sub-tab, click the Escape key. Notice that the General sub-tab will change in color from white to orange. To move to a different sub-tab, scroll left or right and click the trackball to enter into a different sub-tab section. The sub-tabs within the lead record are:

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.
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.
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 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 this 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 leads 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 contact record
Creating New Activities from a Lead create a new activity record from a contact
Converting Leads to Deals create a new deal record from a contact

Note: Lead records can be forwarded by email. See Forwarding Records for more information.

Leads Overview

See Also: