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Process of Managing Lead Information

Using lead management, agencies can track and manage clues and activities of interest. Agents can quickly create a lead as part of a case, assign the lead to an agent, add details about the lead, and then route the lead for approval. When approved, agents can route leads manually or automatically. Agencies can receive leads routed from other investigators and departments and manage leads in a single queue. For standardization purposes, you can serialize leads as part of a case according to the specific numbering methodology of your agency.

This process consists of tasks that users typically perform when managing lead information. Your agency might follow a different process according to its business requirements.

To manage lead information, users perform the following tasks:

• Creating Lead Records
• Adding Details to Lead Records
• Generating New Serial Numbers for Leads
• Generating New Serial Numbers for Subleads
• Copying Leads
• Reviewing Approvers for Leads
• Submitting Leads for Approval

This process is a step in Roadmap for Managing Investigative Cases.