Procedures

While the details for working with records vary across Info Centers, the basic procedures are similar.

Related topics:

  • Select a Lead Info Center Record
    When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box.
  • Add a New Lead Record
    Use the Lead Info Center to create new lead records. Each lead record must have a unique identifier.
  • Qualify and Convert a Lead
    When you follow your firm's business rules to qualify a lead, you can convert the lead record to a contact, a client, or an opportunity. You can disqualify a lead if you do not think it is worth pursuing.
  • Copy a Lead Record
    You can copy and modify an existing lead record to create a new record.
  • Modify a Lead Record
    You can modify most Info Center records at any time. The basic procedure that you use to modify records is the same for all Info Centers.
  • Associate a File Link with a Lead Record
    You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations.
  • Attach a Document to a Lead Record
    You can upload a new document and attach it to an Info Center record if Ajera CRM has been configured to allow you to attach documents and the file type is an approved file type.
  • Delete a Lead Record
    When you delete an Info Center record, you permanently remove it from the Ajera CRM database. You cannot undo the deletion of an Info Center record. The basic procedure that you use to delete records is the same in all Info Centers.
  • Managing Lead Associations
    You can specify relationships between lead records and marketing campaigns. You can also associate files with leads.
Parent Topic: Lead Info Center Overview