Leadmanagement

Description

The lead management module is useful for organizations that need to maintain external contacts. It is intended for administrators and companion roles (not participants). Companies and persons (potential participants) can be recorded with whom they are talking or who may want to become a customer.

Settings

You can add a new lead in the menu item 'Lead management'. There are three tabs in this overview: Active Leads, My Leads (leads from the current account) and Archived Leads.

Click on 'Add a lead' at the top right for a new lead. It is also possible to use an Excel import. When adding, fill in all desired fields with known data.

Data for a new organization can be entered immediately. This organization is then placed in the organization management.

Internal module name: Leadmanagement

Disclaimer: This text was automatically translated from the Dutch version.