Sales Lead Management Features and Functions

• Pre-configured leads home page and data records


• Quick access to recently created, modified, or viewed lead records


• Pre-configured lead list views (lead record subsets based on user-definable filter variables)


• A "quick create," "clone," or "save as" function (so that new leads can be created with minimal input)


• Multiple lead data record "layouts" can be defined to handle leads with different processes and data needs


• A workflow engine is available to help implement "best practice" lead management activities


• Open and closed activities can be associated with (hyperlinked to) lead records


• Communication related records (e-mails, faxes sent, etc.) can be associated with (hyperlinked to) lead records


• A find duplicate lead function for finding and merging duplicate lead records


• File attachment data records can be associated with (hyperlinked to) lead records


• Lead to campaign mapping; the ability to associate each lead record with the marketing campaign that generated it


• Automatic conversion of lead records to opportunity records and account and contact records, if needed


• Automatic lead record assignment to appropriate personnel based on user-definable rules


• Lead auto-response management using user-definable rules and e-mail templates


• Automatic assignment of new leads to queues for sharing by a team of people


• Mass lead record transfer for reassigning one or more leads from one user (or queue) to another


• Automatic notification of the new lead to the assigned person


• Automatic scheduling of a follow-up activity to the assigned person


• A variety of predesigned lead management reports are available for immediate use


• Predesigned leads-related analytics (charts and graphs) are available for display on dashboards and reports