Leads

To not contaminate the list of customers with "might be, somewhere in the future, customers" there is Leads: a function where potential customers can be managed. In "Leads" it is possible to import potential accounts and contacts. Leads can be connected to a campaign. So employees know which Lead belongs to which Campaign. To easily manage sales progress in Leads we advise to use JBA TAR.

Campaign

The Campaign field will show the selected Campaigns for a Lead.


Convert

Leads can be converted to accounts, contacts or to customers. This is useful when there is a businesscase. 

An example of a Leads list view.

leads listview

An example of a Lead detail view.
Lead detail views can hold a lot of information for an account and a contact.leads detailview 


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