Lead Management – ISI

A lead represents a possible future customer and is normally added by the marketing department. Example - within the scope of a campaign or trade fair.

It is not always necessary or desirable to immediately add a person/company to the database.

A lead need not be linked to an existing company or person record, however you can link the lead to an existing company or person if the lead relates to the opportunity to sell a different product to an existing customer. Leads are generally added by the marketing department. The prospective customer and requirements are then further qualified by the sales team. A customer record is often not added until this point is reached.

Aurea CRM web allows you to create opportunities directly from leads. You can thus track your customer acquisition process starting from a campaign to handling leads, creating an opportunity, sending an offer and receiving an order. You can then analyze this data.

Note: The lead management functions are not activated by default and need to be activated by your administrator.

An existing customer may be added as a lead for a new product line.

Use lead management to:

Display an overview of your leads, see Lead Overview.
Add leads (without a company record), see Adding Leads.
Add leads for companies in the database, see Adding a Lead for an Existing Company/Person.
Use the serial entry function to quickly add multiple leads, see Serial Entry Function for Leads.
Add a company, person or opportunity for a lead, see Adding Companies, Persons and Opportunities for a Lead.