Track and follow-up with existing sales leads
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Track and follow-up with existing sales leads
Tracking sales leads requires going through or getting to the sales lead. So the first step is organizing to find sales leads. There are a few ways to organize and search for sales leads as follows:
- Master Search: A quick way to find specific sales leads is to use the master search. Just enter the information such as company name or contact name and select enter. Look for the name in either sales leads, direct sales, or customers. If the record already exists, always use the existing one rather than creating a new record. You can also select "Limit results to" and select only Sales Leads.
- Search View and Grid: To view a list of sales leads you can get to the "search grid" in a variety of different ways:
- Lookups F4 key: By pressing the F4 key or Lookups>Open Sales leads, will open a list of sales leads. This list can be customized by you for your view of sales leads. See views section on how to create or edit views. You can add any fields or information from your sales lead screen to this view. You can also filter this view to show only your leads.
- Search in Sales Lead Module: Another way to get to the search view is to select Search and then select Search Open Leads (or Search Closed Leads or Search All Leads to search for past closed leads as well). This will bring up the search view as mentioned above.
- Activities: It's important to create activities for all sales leads so you know the next time you need to follow-up with the sales lead. Activities are created from an existing sales lead, proposal, customer, or any type of record. For example, say you first enter a sales lead, have a good discussion about your services and then you ask the prospect of when they want you to follow-up. They reply that they need to check with somebody, so follow-up in 2 days. You set an activity for two days away. Now you are finished with this lead an know that you will be reminded in two days to follow-up with this lead. Later you will track your activities and jump directly to this sales leads. See the Activities section for more information.