opensourcecrm3's posterous http://opensourcecrm3.posterous.com Most recent posts at opensourcecrm3's posterous posterous.com Thu, 16 Jun 2011 21:07:00 -0700 SugarCRM Leads Module http://opensourcecrm3.posterous.com/sugarcrm-leads-module http://opensourcecrm3.posterous.com/sugarcrm-leads-module

Leads are referred to as early contacts during the sales process. The leads module is used to create, track and manage sales leads along with unqualified opportunities in correspondence with sales campaigns, related activities and sometimes history.

You can use your SugarCRM leads module to associate any lead to any type of campaign. This is done to check the overall effectiveness of such campaigns in generating viable opportunities for your company.

How to create leads on your Sugar

It is possible to create leads on your Sugar. You might also choose to import the leads on your Sugar using the tab-delimited file or comma-delimited file or even custom delimited.

When you want to import leads it is possible for you to select the default value of the lead source this could be trade show or lead source. This can also be from the drop-down list in the default value compartment of your Sugar. To import leads all you have to do is select import form the leads and for more information you can see importing data on your Sugar.

How to create leads on your SugarCRM leads module

You can do this by following the under listed

From the actions icon you then click on the create leads

When you get to the leads over view section you should then put in the following options.

First name: here you are to enter in the leads first name

Last name: her, you enter in the leads last name which will be different from the first name.

Title: you should enter in the leads business details i.e. titles.

Department: here, you are to enter in the department to which you belief the lead belongs to.

Account name: here, you are to enter in the name of the company that is related to the lead.

Office phone: here, you are to enter the business phone number of the lead.

Mobile phone number: here you are to enter in the leads private mobile number.

Fax number: you are required to enter in the leads fax number as related.

Web address: you are required to put in the appropriate web address.

E-mail address: you will need to put in the appropriate e-mail address.

Other e-mail address: if there is any other e-mail address you will be required to put it here.

Other phone number: you are to put in an alternate number for your lead contact.

Primary address: you are to put in the primary address of your lead as well as any other address that your lead will have.

E-mail: this is different from the other e-mail because this refers to the e-mail of the company or organization.

Description: you are required to put in a brief description of the lead.

Status: you are to pick the appropriate status that applies to the lead in question. This could be new, in process or assigned, this can be gotten from the drop-down compartment of the lead contact.

After all these information have been entered into your SugarCRM leads module you then save your record.

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