Lead Info Center Form

Use the Lead Info Center form to enter and review information about your firm's leads, link related files and Info Center records to lead records, schedule and track lead activities, and track campaign financial performance against budget.

Related Topics:

  • Display the Lead Info Center Form
    You display the Lead Info Center form from the Info Center menu.
  • Toolbar of Lead Info Center
    Use the toolbar options to work with lead records.
  • General Tab of Lead Info Center
    Use the General tab to enter, modify, or review a lead's name and address information, email address, important notes, and associated client name.
  • Marketing Campaigns Tab of Lead Info Center
    Use the Marketing Campaigns tab to associate one or more marketing campaigns with a lead. To associate a marketing campaign record with a lead record, add it to the Marketing Campaigns grid. Both records reflect the association.
  • Activities Tab of Lead Info Center
    Use the Activities tab to schedule lead activities directly from individual lead records.
  • Links Tab of Lead Info Center
    Use the Links tab to link one or more external text files, graphics files, or email messages to a lead record. When you add a file link to the Links grid, Vision creates a hyperlink between the link path specified in the Link Path field on the grid and the file. Click the link path to open the file from the current record.
  • Documents Tab of Lead Info Center
    Use the Documents tab to associate a document with a lead record. You can check out a document for exclusive access, edit it, then check it back in to make it available to other users. You can also view the document's version history.
  • Attachments Tab of Lead Info Center
    Use this tab to upload, view, and store documents such as contracts, waivers, and images for your leads. Vision attaches these documents to the Info Center record for which they were uploaded.
Parent Topic: Screens