Lead card

A lead card stores information about a potential customer. You can open a lead card from the Leads catalog at CRM > Leads. For lead management details, see Leads.

When a potential customer appears, fill out a lead card. You can specify only the prospect name and add other details later.

To specify lead details:

1. In the Description field, enter the prospect name or short description.
2. In the Campaign field, select the campaign name.
3. In the Activity list, select an activity.
4. In the Note field, enter any details related to the prospect.
5. In the Contacts field, enter the contact person of the prospect.
   You can click +contact to add a contact.
6. Specify the contact details such as phone number and email.
   You can click +add attributes to add contact details (for example, Skype).
7. In the #tag field, specify a tag name to use it for filtering the Leads catalog
   and spotting the lead easily.
8. In the Acquisition channel field, specify the customer acquisition channel to use it for:
   • Filtering the Leads catalog.
   • Running Acquisition channels report to analyze customer acquisition channels.
9. In the Sales rep field, specify the name of the sales representative responsible for the campaign activities.
10. In the Potential field, enter an estimated profit of turning the lead into a customer. The profit must be a numeric value not associated with any currency explicitly.
11. Click Save and close.

From a lead card, you can also manage the lead as follows:

• To convert the lead to a customer, click Convert to customer.
• To reject the lead, click Reject.