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Leads

Introduction. CRM. Leads. Leads. Leads. Contacts Opportunities. Probability. Activity. Prospects Suspects. Qualify leads Confirm needs Demo to needs Propose solution Conclude Contract. Customer. Project Development Support. Service Customers. Log Calls Cases. Leads.

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Leads

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  1. Introduction • CRM Leads Leads Leads Contacts Opportunities Probability Activity Prospects Suspects Qualify leads Confirm needs Demo to needs Propose solution Conclude Contract Customer Project Development Support Service Customers Log Calls Cases

  2. Leads • Lead Record • Consists of fields used to capture information about a potential lead • Buildfieldstocapturequalificationcriteria • Make it clear at what point in the process a lead should be convertedto an opportunity

  3. Leads • Activities • Maintain a historical record of all activities related to an account, contact or opportunity • Your activity history includes emails, call notes, and calendar events, so every one is on the same page • You can easily link events and tasks to other related records, such as accounts, contacts, and so on

  4. Contacts • Contact Record • Contactsare all of the individuals associated with your business accounts that you • need to track • Consists of the informationabout a person you do business with • Helps you remember importantdetails about your contacts, so you can build better relationships

  5. Opportunities • Sales & Pending Deals • Opportunitiesare the sales and pending deals that you want to track • By adding opportunities, you are also building your “pipeline”,which will contribute to your forecast • You can also linkopportunities to campaigns to help measure the ROI of your marketing programs

  6. Cases • Case Record • A Case is a recordof a customer service inquiry • You can track all interactionson a case from a single detail page • To manage all your cases, all the toolsthat you need for routing, queuing, and escalating cases, are provided

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