Using Lead Management
Use the Lead Management to create your lead.
Lead Management interface
The Lead Management interface contains the following tabs:
| Tab | Description |
|---|---|
| Details tab | Add basic information for your lead. |
| Catalog tab | Search for and add product offerings to your lead. |
| Needs tab | Lists the need templates that provide product recommendations for a lead. |
| Tasks tab | Create lead tasks. |
| Appointments tab | Create appointments for your lead. |
| Line items tab | Add different line items to a lead. |
| Emails tab | Create emails to communicate with the required stakeholders. |
- Create a lead
Create a lead in the Lead Management application by entering the details, such as customer name, sales stage, lead type, score, and source. - Update a lead
Edit or update a lead in Lead Management. - Assign a lead
Assign a lead to a sales agent in Lead Management. - Add and view the details of a lead
Use the Details tab to add more information about your lead. - Add products to a lead
Use the Catalog tab in the Lead Management to add products to your lead. - Get product recommendations for leads using needs analysis
Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales leads. - Add line items to a lead
Create a new product line item for your lead by entering the details, such as product offering and quantity. - Add lead tasks
Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead. - Manage touchpoints on a lead
View, create, and delete touchpoints associated with a lead from the touchpoints related list. - Compose emails
Create an email to communicate the product information to your customer as per the business requirements. - Schedule a meeting from a lead
Schedule a client meeting directly from a lead record to associate it with the lead. - Manage leads using Kanban view
Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view. - Convert a lead into an opportunity
Convert a lead into an opportunity in Lead Management. - Disqualify a lead
Disqualify a lead in Lead Management. - Export leads
You can export a quote as a JSON file in Lead Management and provide it to a customer.
Parent Topic:Using lead and opportunity management applications
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