Comodo One

• Introduction To CRM
  • Login To CRM
• The CRM Administrative Console
  • View And Manage The Home Console
  • Configure Your Preferences
  • Use Search Option And Filter Option In CRM
• Marketing And Sales
  • Manage Marketing Campaigns
    • Add Campaign Records
    • Track Campaigns
    • Associate Records From Other Modules To A Campaign
    • Mass Management Of Campaigns
  • Leads
    • Create New Leads
    • Manage Leads
    • Associate Other Records With A Lead
    • Mass Management Of Leads
  • Organizations
    • Add A New Organization
    • Manage Organizations
    • Associate Records From Other Modules To An Organization
    • Mass Management Of Organizations
  • Contacts
    • Add A New Contact
    • Manage Contacts
    • Associate Records From Other Modules To A Contact
    • Mass Management Of Contacts
  • Opportunities
    • Add An Opportunity
    • Manage Opportunities
    • Associate Other Records With An Opportunity
    • Mass Management Of Opportunities
  • Quotes
    • Create Quotes
    • Manage Quotes
    • Associate Records From Other Modules To A Quote
    • Mass Management Of Quotes
  • Invoices
    • Create An Invoice
    • Manage Invoices
    • Associate Asset Records To An Invoice
    • Mass Management Of Invoices
  • Sales Orders
    • Add A Sales Order
    • Manage Sales Orders
    • Associate Records From Other Modules To A Sales Order
    • Mass Management Of Sales Orders
  • Import And Export Records
  • Emails
• Inventory
  • Assets
    • Create An Asset Record
    • Manage Assets
    • Mass Management Of Assets
  • Products
    • Add A Product
    • Manage Products
    • Associate Records From Other Modules To A Products
    • Mass Management Of Products
  • Services
    • Add Services
    • Manage Services
    • Associate Records From Other Modules To Service
    • Mass Management Of Services
  • Price Books
    • Add Price Books
    • Manage Price Books
    • Mass Management Of Price Books
  • Vendors
    • Add A Vendor
    • Manage Vendors
    • Associate Records From Other Modules To Vendors
    • Mass Management Of Vendors
  • Purchase Orders
    • Add A Purchase Order
    • Manage Purchase Orders
• Tools
  • Email Templates
  • Add Website Bookmarks
  • View And Manage Calendars
    • Manage Shared Calendar
    • Update And Manage Calendar Entries
    • Manage Calendar Settings
  • Recycle Bin
• Analytics
  • Generate A Report
  • Manage Reports
• Configure CRM Settings
  • Configure The Picklist Editor
  • Manage Company Details
  • Configure Miscellaneous Settings
    • Outgoing Email Server Settings
    • Edit Terms And Conditions
    • Manage Currencies
    • Manage Tax Calculations
• Custom Views
• About Comodo Security Solutions

Leads

A 'Lead' is a potential customer or prospect. Generating a lead is the first step of the sales process in CRM. Lead records are designed to store all known information on lead, including company name, address, contact details and the lead's current position in the sales funnel.

• Every unqualified contact/account should become a lead.

• The 'Leads' area lets you create new leads and associate them with contacts, emails, campaigns and services.

• You can add events and reminders to each lead and update lead information at any time.

• Once a lead is generated, the CRM can automatically assign it to a sales person based on lead assignment rules.

To open the leads interface:

• Click 'All' on the title bar and choose 'Lead' under 'Marketing and Sales'

OR

• Click 'Leads' on the title bar

By default, all leads will be displayed with the following details.

Lead List - Column Descriptions
Column Header	Description
First Name	First name of the lead person.
Last Name	Last name of the lead person.
Company	The name of the business.
Primary Phone	The main contact number for the lead.
Website	The URL of the company's website.
Primary Email	The contact email address of lead.
Assigned to	Staff member to whom the campaign is assigned.

 

• Click any column header to sort the table according to the items in the column. 

• To search for a specific item, enter the search criteria in the respective column header(s) and click 'Search' at the right end of the column header. 

• For more details on Advanced filter options, see the section Custom Views.

Custom Filter View

• The 'Lead List' interface allows you to create custom views. For example, you may want to view only those leads assigned to you, and only view selected columns like first name, last name type or assigned to.

• You can create any number of views, and can make any view your default. See Custom Views for more details.

The following sections explain more about:

• Create new Leads

• Manage Leads

• Associate other records with a Leads

• Mass Management of Leads