You can set the Lead Source in Source field.Do Not Contact: Lead is not interested and no further communication is needed.Converted: If the quotation given to the Lead has resulted in confirmation of an order and if the Sales Order has been created against the quotation, then the status is set to Converted.Interested: The lead is interested in the products or services.Lost Quotation: If the quotation given to the lead has been marked as lost, then the status is set to 'Lost Quotation'.Quotation: If a quotation is created against a Lead, then the status is set to Quotation.It indicates that the Lead is qualified and may lead to sales. Opportunity: If an Opportunity is created against the Lead, the status is set to Opportunity.Replied: A sales executive has provided the information needed and response from Lead is awaited.Open: Sales executive needs to contact the Lead.Lead: This is the default status assigned when a Lead is created and it indicates an action is needed against this Lead.You can set the status manually and also it will be updated automatically based on your actions against the lead. Status is the important field in the Lead.If the person is an individual, leave the checkbox unchecked and enter Person Name and Gender.Notice that when you check, the 'Company Name
If the person represents an organization, check the 'Lead is an Organization' checkbox.The new person is then able to know the history of that particular This conversation to enable another person who may have to follow-up on thatĬontact. Usually work on leads by calling them, building a relationship and sending They are called Leads because they may lead you to a sale. Offer, people will come in to check out your products. When you send out the word that you are around and have something valuable to Maintaining an updated and searchable website.To get the customer through the door, you may be doing all or any of the A lead is a potential customer who might be interested in your products or services.
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