Description

Managing leads is the beginning step of the New Horizons sales process. This purposed recording is a temporary course to help visually demonstrates the workflow process of managing a lead from its unqualified state through its conversion to an Account, Contact and/or Opportunity with in the CRM environment. In addition you will observe how the associated CRM features, including, activities, history, notes and reports are applied. The step by step navigational tour will include: - Inputting New Leads - Clearing Leads - Assigning Leads - Accessing Tracking Lead Aging and Lead Source Effectiveness reports - Converting Leads