Procedures

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

Related Topics:

  • Select a Lead Record
    When you want to find a hub record, you can use a Lookup, the Quick Find feature, or the I 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, create a firm, or create 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 hub records at any time. The basic procedure that you use to modify records is the same for all hubs.
  • 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 a hub record if your system administrator has specified the appropriate settings and the file type is an approved file type.
  • Delete a Lead Record
    When you delete a hub record, you permanently remove it from the database. You cannot undo the deletion of a hub record. The basic procedure that you use to delete records is the same in all hubs.
  • 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