Manage Sales Leads

Customer > Point of Sale > Manage Sales Leads

Use this routine to maintain (but not create) sales leads. For example, you can use this routine to

The main screen includes various selection criteria. You can enter multiple selections in the Merchandise of Interest field as well as the Brand field. After you enter all your preferences and click on the Run button, a select statement occurs and the results appear in the Sales Lead Listing screen. Permission to access this process is required via CRM - InTouch fields on the Security tab of Create a User.

If the current salesperson equals the salesperson specified at the Salesperson for Unassigned Contacts field in Sales Lead System Control Settings, the response at the Location prompt must equal the log-in store of the current user.

Use this field to indicate the type of leads to include in your selection. Click the Arrow button and choose to include only Active or only Inactive sales leads.

Use this field to select sales leads by the probability of purchase code assigned to the leads. If you click the Search button, a list of probability codes appears, from which you can choose. If you leave this field blank, your selection of leads is not limited by probability code.

Use this field to specify which contact date to use in the selection of leads. Click the Arrow button and choose one of the following.

FIRST = First Contact Date
LAST = Last Contact Date
NEXT = Next Contact Date

You can use these optional fields to specify a date range that works in conjunction with the previous Contact Date to select leads with a First/Last/Next contact date in the range you specify. If you leave these fields blank, you select leads based on earliest to latest First/Last/Next contact dates.

Depending on your InTouch CRM Security and User security settings, you may have access to this field. If the field is active, you can use it to limit your lead selection by District Manager. Leave the field blank to select all district managers or click the Search button to access a list of managers from which you can choose.

Use this field to limit your selection of leads by salesperson. If you click the Search button a list of salesperson codes appears, from which you can choose a code. If you leave the field blank you select leads for all salespeople.

Use this field to limit your selection of leads by location. If you click the Search button, a list of locations appears from which you can select a location. If you leave this field blank, you select leads for all locations. The locations available to you at this field depend on your InTouch CRM Security and User security settings.

Use this field to limit your selection by a specified contact. If you click the Search button, the Search for a Customer screen appears from which you can search for and select a contact. If you leave this field blank, you select leads for all contacts. Although you are using the search for customer screen, during this routine you can only search for sales lead contacts.

Use this field to limit your selection by one or more specific brands. If you click the Search button, a list of brands appears from which you can choose one or more. If you leave this field blank, you select leads for all brands.

Use this field to limit your selection by the merchandise of interest. If you click the Search button, a list of "interested in" merchandise codes appears from which you can choose one or more. If you leave this field blank, you select leads for all "interested in" merchandise.

Actions Menu

Click the Actions button at the bottom of the screen to access the following options.

Today’s Actions - Run the inquiry with the next activity date equal to today.
Missed Actions - Run the inquiry with the next activity date less than today.