Lead Info Center Overview

Use the Lead Info Center to maintain information about the people and companies who are leads to future business. The lead data that you track includes names, address, phone numbers, and links to marketing campaigns.

A lead is a prospect contact or unqualified contact that you plan to cultivate to help your firm find new opportunities and, ultimately, new projects.

The Lead Info Center provides you with a place, separate from the Contact Info Center, to store and manage the records of prospective contacts who are marketing-related. For example, if you rent or purchase lists of marketing prospects, you can use those lists to enter contact data in the Lead Info Center. You can then manage those contacts separately, rather than mix them with other contact records.

The Lead Info Center is available only if you use Vision CRM.

If you use the Multicompany feature, lead records are available to all companies in the enterprise.