Question
How do I process Sales Messages?
Answer
All leads will initially be set as ‘Not Processed’ and will require some form of interaction from
a user to process them. Setting as processed tells the system that someone is aware of the
lead but doesn’t perform any other action. A lead will be processed by any of the following
actions: Overdue contacts will appear in Red and Current contacts will be in Black.
• Highlighting the lead and clicking ‘Process’
• Amending any of the customer details
• Adding Contact History to a record
• Adding a Future Contact to a record
A lead may be rejected via the Internet Leads screen by highlighting the record and selecting
the reject button. This will delete the customer record and is an easy way to handle
duplicate/multiple enquiries. A reason for deletion will need to be entered.
The various filters on the screen may be used to view leads specific to an Enquiry Source,
Enquiry Type, Lead Status and Date Range. Please note the Lead Status option is only
available when viewing processed leads.
If a future contact for the enquiry exists, the date of the next contact will be displayed. Also, if
the enquiry has been created as an opportunity, the person who has been assigned the
opportunity will be displayed.