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Lead Types

This Help File Page was last Modified on 04/20/2013

Lead Types

This Help File Page was last Modified on 04/20/2013

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Lead Types

This Help File Page was last Modified on 04/20/2013

Previous topic Next topic  
The Lead Types Form allows you to define the Types of Sales Leads that you want to be able to track.
Tracking Leads is accomplished by first recording the Lead Type in the Leads tab of the Prospect Form.
The Leads report will provide calculations by Lead Type, for which Salesperson received which Leads, and the number of Proposals and Invoices that resulted from those Leads.
The Leads Analysis report will provide a summary of how many Subscribers and Prospects are in the system as a result of each of the Lead Types.
The Leads by Salesperson report will list all Subscribers and Prospects and the Lead Types (and Lead Sources) from which they were acquired.

 

The Lead Types Form allows you to define any number of Descriptions representing the Types of Leads that will be tracked.
To define Lead Types, on the Main Menu Select Maintenance and Choose the Prospect Tracking/Proposal Items sub-menu, then Click Lead Types.

HelpFilesLeadType

Lead Types Form

 

This Lead Types Form may be Re-sized by Dragging the Top and/or Bottom up or down, and/or the Right side in or out.
Navigation Menu - The Navigation Menu is located at the top of the Lead Types Form.

 

HelpFilesNavigationBar-Generic

This Navigation Menu provides the normal Record Movement, New, Edit, Delete, Cancel, Save, and Refresh options; as well as special Print and Search functions.

 

Record Editing section - The details of the currently selected record are displayed below the Navigation Menu at the center (Main Body) of the Lead Types Form.

 

Table View tab - A tabular (spreadsheet style) Table View of the currently defined Lead Types is accessible by Clicking the Table View tab at the bottom of the Lead Types Form.

 

HelpFilesTableViewTab

To display a specific Lead Type record in the Record Editing section, Click on that record within the Table View section, or use the Search Icon (see the "Using the Special Functions" section later in this chapter).
This Table View information may be Pinned in Place by Clicking the Pin Icon on the right.

 

HelpFilesLeadTypesTableView

Leads Types Form - with Table View tab Pinned Open

 

You may Un-Pin this Table View by Clicking the Pin Icon again.
Click on any listed record to display that information in the center (Main Body) of the Form.
There are two columns of data in this Lead Types Record Listing:
1)ID - The record ID assigned by the system when the entry is originally saved.
2)Description - The actual explanation for the Lead Type.
Each column's Header Name describes the data contained in that column.
Clicking on a Header Name will set the order in which the Lead Types will be listed.
Clicking on the same Header Name will set the order in the opposite direction (ascending vs. descending).

 

HelpFilesSortedOrderArrow

The Header Name that is determining the Order of the list will have an Icon indicating the Order displayed next to that Header Name.
To define the Lead Types which will be used to identify the Lead Type Categories
Click the HelpFilesNavigationMenuNewIcon to start the Lead Type entry in the Record Editing section.
ID - This is the system assigned record number which is inserted automatically when the record is initially saved.
Description - Enter a brief Description for this Lead Type entry.
The Description may up to 30 characters in length and include upper and/or lower case letters, numbers, spaces and normally used punctuation marks.
Click the HelpFilesNavigationMenuSaveIcon to record this Lead Type entry.
The system will assign an ID.

 

Using the Special Functions on the Navigation Menu at the top of the Lead Types Form:
Print - Click the Print Icon to View and/or Print a list of the Lead Types.

HelpFilesDoYouWishToPreviewTheReportFirst

 

Yes - Click the Yes button to View a copy of the report.

HelpFilesLeadTypesPrintPreview

No - Click the No button to open the Windows® Print dialog where a copy of the report may be sent to a selected Printer, or Printed to a File.

HelpFilesPrintDialog

Cancel - Click the Cancel button to close this Print question and return to the Form.

 

Search - Click the Search Icon to open the Search Lead Type dialog.

HelpFilesLeadTypeSearchDialog

Search dialog

 

See the "Using the Generic Search dialog" section in the Advanced Search Dialog chapter for more information about this Search dialog.