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.

Related Topics:

  • Qualifying and Converting Leads
    Your firm's marketing or sales people work each lead through conversations with the lead to determine their level of interest in doing business with your firm. The marketing or sales person then determines whether the lead is qualified to pursue further, or disqualified because it is not worth pursuing at this time.
  • Lead Conversion Mappings
    After you qualify a lead, you can convert the lead record to a Vision contact, client, or opportunity. Your system administrator configures Vision to convert the lead fields.
  • Procedures
    While the details for working with records vary across Info Centers, the basic procedures are similar.
  • Screens
    Use Info Center screens and dialog boxes to create and work with records.
Parent Topic: Info Center Overview