Lead Management Features and Functions

• Preconfigured leads home page and data records


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


• Lead record subsets based on user-definable filter variables


• Preconfigured lead list views


• "Quick create," "clone," and "save as" functions so that new leads can be created with minimal input


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


• Workflow engine that is available to help implement best practice lead management activities


• Association (hyperlinking) of both open and closed activities with lead records


• Association (hyperlinking) of communication related records (e-mails, faxes sent, etc.) with lead records


• "Find duplicate lead" function for finding and merging duplicate lead records


• Association (hyperlinking) of file attachment data records with lead records


• Lead to campaign mapping


• Automatic conversion of lead records to opportunity, 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 shared 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 assigned person regarding the new lead


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


• Variety of predesigned lead management reports that are available for immediate use


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