Sales Leads Questions

Overview - Contact versus a Lead#245: A contact is the central storehouse. A lead is something that gets affiliated with a contact.
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ContactsSales LeadsOverviews
Overview: The Different Places that Leads Can Originate From#17000:02:38: You can create a lead in many ways within WORK[etc]. You can create a lead using the Create New menus. You can create leads when you import contacts by selecting the tag "Sales Lead." You can have a lead created when a potential customer submits a request via web form by going to Settings > Webform, clicking on the Form Settings tab, selecting the option to "Send to Employees, Leads, or Support Cases", and then editing the email composition and check Send to Leads. You can create a lead manually by going to Sales > My Leads and creating using a quick pop up or full edit view. You can also create leads via email by including "[lead]" in the subject and tags for the fields you wish to include.
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Sales Leads
Overview: Sales Activities#17200:01:19: Sales Activities is a mini calendar that shows you upcoming Events and ToDo's related to your leads. You can access it by going to "Sales" --> "My Leads" and clicking on the "Sales Activities" tab. Anytime you create a new Event or ToDo it will show here.
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Sales Leads
How to Import a List of Contacts and Assign Them as Leads to your Users#19100:02:17: Learn how you can import a list of contacts and automatically create leads for them and assign them to a member of your sales team.
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Importing DataSales LeadsContact Import Tool
Changing and Customising the Priority Flags#31200:01:39: By default you can set a Priority of High, Medium, Low on your Projects, Events, ToDos, Support Cases and Leads. This can be customized under Settings > ToDos.
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Project OverviewsSupport CasesToDos (Tasks)Using the CalendarSales Leads
How to Assign a Lead or a Support Case#295: When you look at your Leads or Support Cases, you’ll see a checkbox where you can assign leads to people. Just use that to assign items to yourself or to different people.
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Sales LeadsSupport Cases
How to Filter Leads#294: Click on the Filters area in the "My Leads" area to filter your leads
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Sales Leads
How to Export a Sales Leads to CSV or Excel #22000:01:26: Sales Lead reports - like all our Reports - can be quickly and easily exported to Excel.
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Sales LeadsExporting Data
How To Share My Leads With Other Users#21800:01:43: You can share your leads with other users by going to Sales > My Leads, and selecting "Share My Leads" from the bottom of the page.
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Sales Leads
How To Create or Modify Lead Custom Stages and Sales Processes#19800:01:25: You can easily customize the stages in WORK[etc]. To do this, just go to "Settings" > "Sales & Leads". You can create multiple sets of stages (called "Sales Processes"), you can color code your stages, and decide what order you'd like them to display in.
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Sales Leads
Working With Your Leads#17100:02:45: You can update and modify leads from the main Sales screen or within the lead itself. You can also schedule sales-related activities from Leads.
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Sales Leads
Managing My Leads & Unassigned Leads#16900:02:03: All leads that have not been assigned to a Sales Person will show under the Unassigned Leads tab. A sales person can then click on the lead, assign it to himself, and that lead will then show on their My Leads tab to be worked.
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Sales Leads
How to Create New Items within a Lead#6500:01:44: The "Sales Actions!" in your "My Leads" section give you the ability to create a call task, a meeting event, and a follow up task with your client.
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Sales Leads

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