Leads

Leads
Title 
Widget 
Widget Description   
 
 
Leads 
 
  
 
1. Released and within validity period 
  
Click opens the summary page 
  
Available 
 
Homepage dashboard
 
Customer details    
 
Leads 
 
  
 
1. The next 4 open leads (In progress and not expired), sorted by "Valid until" (Ascending) 
Click switches to the lead 
  
Colour code:   
Red: Valid until is already tomorrow.
Yellow: Valid until is within the next 7 days 
2. Number of valid leads (Released and within validity period)
Click opens the summary page 
  
3. Number of new leads since the last transfer
 
Click opens the summary page, but shows only new leads since the last transfer 
  
Available
        a. Cockpit    
General
Grid
Lists all leads (Released and within validity period)
 
 
 
Click 
Swipe 
Views   
 
 
 
On dashboard: 
Summary page Lead definitions  
 
  
1. Table  
 
 
In customer details: 
Summary page Customer leads  
 
  
1. Table   
Column definition dashboard
 
 
 
Name 
Visible 
Sort 
Full Text 
Explanation   
 
 
Name 
Visible 
ASC 
Yes 
 
Name of the job   
 
Campaign 
VisibleOnlyLandscape 
 
Yes 
  
 
Valid from
 
VisibleOnlyLandscape 
 
 
  
 
Valid until
 
VisibleOnlyLandscape 
 
 
  
 
MQL 
Visible 
 
 
No. of customers who are Non-completed or In progress.
  
 
SQL 
Visible 
 
 
No. of customers who have status "Sales-qualified lead".  
 
Converted 
Visible 
 
 
No. of customers who have status Converted.
  
 
Total 
Hidden 
 
 
  
 
Non-completed 
Hidden 
 
 
  
 
Deferred 
Hidden 
 
 
  
 
No lead 
Hidden 
 
 
  
 
In progress 
Hidden 
 
 
   
 
FAQ 
  
 
Release 
 

Overview Page Lead Definitions
Title: Name of the lead   
Kebab menu (
)
 
 
 
Type 
Menu item 
Explanation   
 
 
 
  
Show converted 
Extends the overview to leads with the Lead status "Converted" when active  
 
 
  
Show no lead 
Extends the overview to leads with the Lead status "No lead" when active   
Grid
 
Contains only leads that are not set to "No lead" or "Converted". 
Last time the job was processed for the customer 
 
 
 
Click 
Swipe 
Views   
 
 
Detail page 
 
Convert  
1st table   
Column definition
 
 
 
Name 
Visible 
Sort 
Full Text 
Explanation   
 
 
Colour code 
ForceVisible 
 
 
 
Green: Purple: Key account (from version 8)
Blue: Prospect / Transfer customer
Red: Delivery block
Not assigned: orange 
Purple has the highest priority
Blue is before "Not assigned" and before Delivery block.
That means a not assigned prospect with delivery block is shown in blue.
A "Not assigned" customer with delivery block is shown in orange.
   
 
Lead status 
Visible 
 
 
  
 
Created by
 
Visible 
 
 
From version 19
  
 
Qualification
 
Hidden 
 
 
Everything that does not have the status "Sales-qualified lead" is MQL, otherwise SQL.  
 
Last activity 
Visible 
 
 
dd.mm.yyyy hh:mm when the last activity for this lead occurred.  
 
FOLLOW-UP
 
Visible 
 
 
From version 19
   
Customer columns 
 
 
 
Name 
Visible 
Sort 
Full text 
Explanation   
 
 
Colour code 
Forced 
 
 
 
Purple: Key account 
Blue: Prospect, transfer customer, new customer 
Red: Delivery block 
Orange: Not assigned 
  
Purple has the highest priority
Blue is before "Not assigned" and before delivery block.
That means a not assigned prospect with delivery block is shown in blue.
A "Not assigned" customer with delivery block is shown in orange.
   
 
Name 1 
Visible 
ASC 
Yes 
  
 
Name 2 
Hidden 
 
Yes 
  
 
Name 3 
Hidden 
 
Yes 
  
 
Customer 
Landscape 
 
Yes 
  
 
Street 
Landscape 
 
Yes 
  
 
Postcode 
Landscape 
 
Yes 
  
 
City 
Visible 
 
Yes 
  
 
ABC Status 
Hidden 
 
 
  
 
Country 
Hidden 
 
 
  
 
Telephone number 
Hidden 
 
 
  
 
Fax number 
Hidden 
 
 
  
 
E-Mail 
Hidden 
 
Yes 
  
 
Sales office 
Hidden 
 
 
  
 
Group of sales agents 
Hidden 
 
 
  
 
Price list 
Hidden 
 
 
  
 
Last visit 
Hidden 
 
 
Automatically determined.  
 
Visiting frequency 
Hidden 
 
 
  
 
Due date 
Hidden 
 
 
The text for this column is determined as follows:
No invoice discount: no visiting frequency present in the customer master data
No visit: no last visit present
Not due: Last visit + visiting frequency > current calendar week
Now: Last visit + visiting frequency == current calendar week
Overdue (1): Last visit + visiting frequency < current calendar week
Overdue (2): Last visit + (visiting frequency * 2) <= current calendar week  
 
Visit duration 
Hidden 
 
 
  
 
Tour 
Hidden 
 
 
  
 
Start week 
Hidden 
 
 
  
 
Client 
Hidden 
 
 
  
 
Attribute1-16 
Hidden 
 
 
  
 
Type (customer) 
Hidden 
 
 
  
 
Currency 
Hidden 
 
 
  
 
Area 
Hidden 
 
 
  
 
Customer since 
Hidden 
 
 
  
 
State 
Hidden 
 
 
  
 
Main contact 
Hidden 
 
 
  
 
Delivery block 
Hidden 
 
 
  
 
Incoterms 
Hidden 
 
 
  
 
Incoterms 2 
Hidden 
 
 
  
 
Terms of payment 
Hidden 
 
 
  
 
Terms of delivery 
Hidden 
 
 
  
 
Customer group 
Hidden 
 
 
  
 
Account group 
Hidden 
 
 
  
 
Homepage 
Hidden 
 
 
  
 
Listing 
Hidden 
 
 
  
 
Send invoice separately 
Hidden 
 
 
  
 
Delivery note without price 
Hidden 
 
 
  
 
ILN 
Hidden 
 
 
  
 
Invoice discount 
Hidden 
 
 
  
 
Form of payment 
Hidden 
 
 
  
 
Customer category 
Hidden 
 
 
  
 
Price group code 
Hidden 
 
 
  
 
Association 
Hidden 
 
 
  
 
Advertising material 
Hidden 
 
 
  
 
Tax Ident Number 
Hidden 
 
 
  
 
VAT ID 
Hidden 
 
 
  
 
Status 
Hidden 
 
 
  
 
Order block 
Hidden 
 
 
  
 
Assigned 
Hidden 
 
 
  
 
Abbreviation 
Hidden 
 
Yes

Customer Leads Overview Page
Lists all open leads of the customer
 
 
 
 
Title: Leads    
Functions in the title bar
 
 
 
Icon 
Explanation   
 
 
+ 
 
Adds the customer to another lead definition    
Grid
 
 
 
Click 
Swipe 
Views   
 
 
Detail page 
 
  
1st table   
Column Definition
 
 
 
Name 
Visible 
Sort 
Full Text 
Explanation   
 
 
Lead Status 
Visible 
 
 
  
 
Lead 
Visible 
 
 
Name of the lead definition  
 
Created by
 
Visible 
 
 
From version 19
  
 
Qualification
 
Hidden 
 
 
Everything that does not have the status "Sales-qualified lead" is MQL, otherwise SQL.  
 
Last activity 
Visible 
 
 
dd.mm.yyyy hh:mm when the last activity for this lead took place.  
 
FOLLOW-UP
 
Visible 
 
 
From version 19

Detail page
Title   
 
 
Lead <Leadname>   
General
Kebab menu (
)
 
 
 
Type 
Menu item 
Explanation   
 
 
 
Convert into an opportunity 
 
Requires the right: Convert lead into opportunity. 
Only active if the lead has not yet been converted   
 
 
Reset status 
Only active when you are in a converted lead  
 
 
CRM 
Requires the task module   
Header
1. Edit mode
 
Follow-up date must not be in the past 
Follow-up date must not be after the end date of the lead list. If there is no end date, the check is omitted. 
Person in charge selectable via dropdown list, provided it is not a test user 
Apply button saves the changes to the lead 
Widgets
Activities 
 
Opens the activities. All activities from the lead are marked in green, all other activities belong to the customer but not to the lead.  
When creating a new activity, it is automatically assigned to the lead. 
New activity (Icon: +)
 
Opens the form to create a new activity. 
This activity is automatically assigned to the lead. 
Form 
 
Opens the form that belongs to the lead. 
Lead status 
 
Opens a window (like a dropdown) with the following options 
 
Non-completed 
In progress 
Deferred 
Sales-qualified lead 
 
E-mail subscription: Lead status Sales-qualified lead   
No lead   
The lead status is automatically changed from Non-completed to In progress when one of the following events occurs: 
 
The form is saved. 
A new activity is created. 
The follow-up date is saved.   
 
If the lead status is set to one of the following values, the lead form is automatically displayed, if available 
 
 
Deferred  
 
In progress  
 Non-completed    
If a lead has been converted and the status is then reset, the status cannot be set to converted again. In this case, "Converted" is provided in the status selection. 
Documents
 
Opens a window where files can be assigned to the lead. 
E-Mail
 
Opens the E-Mail widget to send an E-Mail to the Contact based on a centrally stored template. From version 21 onwards. 
Hierarchy
 
If the "Key account" module is licensed, it is possible to access the Customer hierarchy . 
Contacts
 
(A contact can be assigned to multiple leads and a lead can have multiple contacts; all contacts of the customer are displayed.) 
Top right: {number assigned}/{total contacts} 
 
If a new contact is created, it is automatically assigned to the lead. 
Action buttons on the contact detail page, only available if accessed via lead. 
 
Link lead (if not yet linked) 
Unlink lead (if already linked)     
Contact grid: 
 
Swipe to "Link lead" or "Unlink lead". 
Lead column: Shows whether the contact is already linked with the lead   
Master data
1. Edit
 
 
 
Field 
Reference 
Editable 
Display in customer change e-mail   
 
 
Name 1 
 
  
 
x  
 
x   
 
Name 2 
 
Only visible if available.  
 
x  
 
x   
 
Name 3 
 
Only visible if available.  
 
x  
 
x   
 
Telephone number 
 
Only visible if available. 
Clickable to call the device's telephone function.  
 
x  
 
x   
 
Fax number 
Only visible if available. 
x 
x  
 
Mobile Communication Number 
Only visible if available. 
x 
x  
 
E-mail 
 
Only visible if available. 
Clickable to open a new e-mail in the default e-mail client.  
 
x  
 
x   
 
E-mail for shipping notification
 
 
Only visible if available.  
 
x  
 
x   
 
Purchaser 
 
Only visible if available.  
 
  
 
   
 
Main contact 
 
Only visible if available.  
 
  
 
   
 
Last visit 
 
Automatically determined. 
Only visible if available.  
 
  
 
   
 
Last Contact In-House Staff 
 
Automatically determined when an employee of type In-House Staff has recorded an activity for the customer. 
Only visible if available.  
 
  
 
   
 
Area 
 
Only visible if available.  
 
  
 
   
 
ABC Identification 
 
Only visible if available.  
 
x  
 
   
 
Tour 
 
Only visible if available.  
 
x  
 
   
 
Visiting frequency 
 
Only visible if available.  
 
x  
 
   
 
Visit duration 
 
Only visible if available.  
 
x  
 
   
 
Start week 
 
Only visible if available.  
 
x  
 
   
 
Start year 
 
Only visible if available.  
 
  
 
   
 
Customer since 
 
Only visible if available.  
 
  
 
   
 
Homepage 
 
Only visible if available. 
Clickable to open the URL with the default browser.  
 
x  
 
x   
 
Short name 
 
Only visible if available. 
Considered in full-text search
  
 
  
 
   
 
Street 
 
Only visible if available.  
 
x  
 
x   
 
Postal code 
 
Only visible if available.  
 
x  
 
x   
 
Place 
 
Only visible if available.  
 
x  
 
x   
 
District 
 
Only visible if available. 
Considered in full-text search  
 
  
 
   
 
Country / County 
 
Only visible if available.  
 
  
 
   
 
Listing 
 
Only visible if available.  
 
  
 
   
 
Delivery block 
 
Only visible if available.  
 
  
 
   
 
Order block 
 
Only visible if available.  
 
  
 
   
 
Maintain backlogs
 
 
Only visible if available.  
 
  
 
   
 
Partial delivery 
 
Only visible if available.  
 
  
 
   
 
Send invoice separately 
 
Only visible if available.  
 
  
 
   
 
Delivery note without price 
 
Only visible if available.  
 
  
 
   
 
ILN 
 
Only visible if available.  
 
  
 
   
 
Invoice discount 
 
Only visible if available.  
 
  
 
   
 
Item discount 
 
Only visible if available.  
 
  
 
   
 
Incoterms 
 
Only visible if available.  
 
  
 
   
 
Free of freight 
 
Only visible if available.  
 
  
 
   
 
Terms of payment 
 
Only visible if available.  
 
  
 
   
 
Form of payment 
 
Only visible if available.  
 
  
 
   
 
Terms of delivery 
 
Only visible if available.  
 
  
 
   
 
Customer group 
 
Only visible if available.  
 
  
 
   
 
Discount group 
 
Only visible if available.  
 
  
 
   
 
Customer category 
 
Only visible if available.  
 
  
 
   
 
Price list 
 
Only visible if available.  
 
  
 
   
 
Price group code 
 
Only visible if available.  
 
  
 
   
 
Branch type 
 
Only visible if available.  
 
  
 
   
 
Association 
 
Only visible if available.  
 
  
 
   
 
Membership number 
 
Only visible if available.  
 
  
 
   
 
Sales office 
 
Only visible if available.  
 
  
 
   
 
Group of sales agents 
 
Only visible if available.  
 
  
 
   
 
Account group 
 
Only visible if available.  
 
  
 
   
 
Advertising material 
 
Only visible if available.  
 
  
 
   
 
Daily debit entry
 
 
Only visible if available.  
 
  
 
   
 
Client 
 
Only visible if available.  
 
  
 
   
 
Tax Ident Number 
 
Only visible if available.  
 
  
 
   
 
VAT ID 
 
Only visible if available.  
 
  
 
   
 
Attribute 1-16 
 
Only visible if available. Right BASIS / customer attributes  
 
x  
 
   
 
Contact provided
 
 
Only visible if available.  
 
  
 
   
 
Status 
 
Only visible if available.  
 
  
 
   
 
Credit limit 
 
Only visible if available.  
 
  
 
   
 
Parent customer 
 
Only visible if available and Key account module licensed  
 
  
 
   
 
Currency 
 
Only visible if available.  
 
  
 
   
 
Managed by 
 
Only visible if available.  
 
  
 
    
Convert
When converting, a lead is turned into an opportunity.
Opens the page to create a new opportunity for the customer/prospect.
Upon successful creation of the opportunity:
    - Saves the resulting opportunity in the lead.
    - Saves the lead from which the opportunity originated in the opportunity.
    - Changes the status of the lead for the customer/prospect to "Converted"
 
FAQ 
Why do I not see a certain employee in the selection "Person in charge"? 
Only employees who do not have the "Test user" flag active in the backend are shown in the list. 
 
Release