Lead Program

The SFA Leads configuration options are used to set up sales lead handling for SFA. (SFA features are available when the OPF<version number> OPERA SFA license is active.)

A lead program may be specified in the Program field on the Business Block - SFA screen when a business block is created in SFA. The lead program identifies the specific advertising program responsible for the lead. For example, a newspaper ad, a TV commercial, or an internet spot ad might have generated the lead. Lead program information may be used as a filter when preparing certain SFA reports.

To configure lead programs, select System Configuration>Profiles>SFA/Leads>Programme. The Lead Programme screen appears.

This screen provides the following information.

Code. Lead program code.

Description. Description of the lead program code.

Seq. Number that controls position of the lead program in display lists.

Adding and Editing Lead Programs

To add a new lead program, select the New button from the Lead Programme screen. To modify an existing lead program, highlight your choice and select the Edit button. The Lead Programme- New or Lead Programme- Edit screen appears. Provide the following information and select the OK button.

Code. Enter a code for the lead program.

Description. Enter a full description of the lead program.

Display Seq. Enter a number that determines the display order for this lead program in display lists. Lead programs that do not have a number assigned will appear in alphabetical order following the lead programs that have a sequence number assigned.