Leads are non-customers that have not been qualified as a prospect. Leads are imported from purchased lead lists. They cannot be entered manually.
Toolbar
- Add Contact History - Clicking this button allows you to log a contact with a lead.
- Add a Note - Clicking this button allowed you to add a note on the lead profile.
- Open Activities This section of the toolbar shows the number of active Tasks, Opportunities and Cases. Clicking on the button jumps you to the Activity section of the profile.
Lead Information
This section of the profile shows summary information for the lead. This information can be edited to make additions or corrections.
If there is a business name in the Company field, the system treats this as a business lead. If there is no business name, the system treats this as an individual Lead.
Business Information / Personal Information
This section lists demographics for business or individual leads.
Or
You can enter or correct any demographic data that came from lead lists.
CRA and Minority Information
FI Works can load lists with additional data for CRA tracking. This data must come from a list. It cannot be entered directly.
Contacts
This section shows primary contact information and additional contacts for the lead. You can enter a separate individual or just additional contact information for the lead.
Open Activities
This section lists all of the open Tasks, Opportunities, Cases, and Notes for the lead. Displayed in reverse chronological order.
