Search HansaManuals.com HansaManuals Home >> Standard ERP >> CRM >> Settings Previous Next Entire Chapter in Printable Form Search This text refers to program version 8.4 Leads This page describes the Leads setting in the CRM module.--- The Leads setting is a means of storing and viewing sales leads. This setting is a subset of the Contact register, so Leads are stored together with Customers, Suppliers and Contact Persons in the same register. A Lead record is a record in the Contact register in which you have ticked the Lead check box (visible in the header of the Contact window, but not shown in the Lead window). When you open the Contact register in a module such as the Sales or Purchase Ledger, the browse window will contain every Contact record including Leads (subject to the Limited Access feature). When you open the Leads setting in the CRM module, the browse window will only contain those Contacts that have been marked as Leads. As the Leads setting is a subset of the Contact register, you can open a Lead record or create a new one from both the 'Contacts: Browse' and 'Leads: Browse' windows. However, the Lead record window only contains fields that are relevant to Leads, including several that are not shown in the Contact record window. If you create a new Lead record using the Leads setting in the CRM module, the new record will be marked as a Lead automatically. If you can create a Lead record using the Contact register in any other module, you will need to tick the Lead check box in the header of the Contact window yourself. You can use both Leads and Customers in Opportunities. However, you can only use Customers in Quotations, Orders and Invoices. So, if you create an Opportunity in the name of a Lead and you then create a Quotation, Order or Invoice from that Opportunity, you will need to "upgrade" the Lead to Customer status (i.e. tick the Customer check box in the header of the relevant Contact record) before proceeding further. The Leads setting is described below. The Contact register is described here. To open the Leads setting, first change to the CRM module using the [Switch Module] button in the Navigation Centre. Then, if you are using Windows or Mac OS X, click the [Settings] button, also in the Navigation Centre or use the Ctrl-S/⌘-S keyboard shortcuts and then double-click 'Lead' in the 'Settings' list. If you are using iOS or Android, select 'Settings' from the Tools menu (with 'wrench' icon) and tap 'Leads: Browse' window is displayed, the Lead records that you have previously entered. To enter a new record, select 'New' from the Create menu (Windows/Mac OS X) or + menu (iOS/Android). The 'Lead: New' window appears: enter the details as appropriate and click the [Save] button (Windows/Mac OS X) or tap √ (iOS/Android) to save the new record.
Settings in the CRM module:
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