Procedures

Related Topics:

• Select a Lead Record
  When you want to find an Info Center record, you can use a Lookup, the Quick Find feature, or the Info Center Search dialog box.
• Add a New Lead Record
  Use the Lead Info Center to create new lead records. Each lead record must have a unique identifier.
• Qualify and Convert a Lead
  When you follow your firm's business rules to qualify a lead, you can convert the lead record to a contact, create a firm, or create an opportunity. You can disqualify a lead if you do not think it is worth pursuing.
• Copy a Lead Record
  You can copy and modify an existing lead record to create a new record.
• Modify a Lead Record
  You can modify most info center records at any time. The basic procedure that you use to modify records is the same for all info centers.
• Associate a File Link with a Lead Record
  You can associate file links with Info Center records on the Links grid of any Info Center that allows file link associations.
• Attach a Document to a Lead Record
  You can upload a new document and attach it to an info center record if your system administrator has specified the appropriate settings and the file type is an approved file type.
• Delete a Lead Record
  
• Managing Lead Associations
  You can specify relationships between lead records and marketing campaigns. You can also associate files with leads.