Leads
Working with Leads
Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's development department and are useful in identifying potential donors. Collecting leads and managing them ...
Converting Leads
How Can I... Convert Leads to Other Sales Records When there is a chance for further negotiations with a lead, it can be converted into an account, contact, and potential. In short, once the lead status has reached a certain stage, it can be ...
Why am I not able to see the converted Leads?
Once the lead is converted to account, contact and potential, it will be listed only under the Converted Leads list view. A converted lead cannot be reverted to the original state.
How to change the Lead Source field values?
To add or modify pick list values, do the following: Log in to Nonprofit Vertical CRM with Administrator privileges. Click Setup > Customization > Fields. Select the Module from the drop-down list. In the [Module] List page, click the Edit link ...
How can I add leads that do not have company information?
By default, while creating leads, the Company name field is mandatory. However, you can make this field non-mandatory if you do not have company name information for the lead. Here is how you can do it: Click Setup > Customization > Layouts. In ...
Creating Leads
In Nonprofit Vertical CRM, you can create leads by: Entering data in the lead details form: You can manually fill in the Lead details gathered from various external sources, e.g. events, exhibitions, colleagues, business cards, etc. Importing leads ...