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.
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 |
| 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