4.2 Lead Entry

This topic provides information on lead entry. It explains the process of creating and capturing new sales leads for tracking and conversion.

The Lead Entry screen enables user to record information regarding prospective borrowers from a sales query or a call to be used in a follow-up call. The initial status for the lead can be set as NEW or FOLLOW-UP.

To Navigate to Lead Entry screen

1. On the Origination, click Origination. Under Origination, click Sales Lead. Under Sales Lead, click Lead Entry.

   The Lead Entry screen displays.

   Figure 4-1 Lead Entry

   
   

   
   Description of "Figure 4-1 Lead Entry"

   
   
2. In the Applicant Information section, user can perform any of the Basic Operations mentioned in Preface chapter.

   A brief description of the fields is given below:

   Applicant Information

   Table 4-1 Applicant Information

   Field	Description
   Lead #	View the sales lead number.
   Lead Dt	View the sales lead date. System defaults the current date.
   Company	Select the company name.
   Branch	Select the branch name.
   Last Name	Specify the applicant’s last name.
   First Name	Specify the applicant’s first name.
   Birth Dt	Specify the birth date.
   Channel	Select the channel of the sales lead.
   Source	Select the source of the sales lead.
   Address	It displays the address section.
   Type	Select the address type.
   Country	Select the country from the drop-down list.
   Postal Type	Select the postal address type from the drop-down list.
   Address #	Specify the address.
   Street Pre	Select the street prefix (directional) from the drop-down list.
   Street Name	Specify the street name.
   Street Type	Select the street type from the drop-down list.
   Street Post	Select the street postfix (directional) from the drop-down list.
   Apt #	Specify the apartment number.
   Address 1	Specify the first address line.
   Address 2	Specify the second address line.
   Zip	Select the zip code from the drop-down list. Note: For non US country, user have to enter zip code.
   City	Specify the city.
   State	Select the state from the drop-down list.
   Email	Specify the e-mail address.
   Alternate Email	Specify the alternate e-mail address.
   Assigned By	View the user code creating the sale lead.
   Status	Select the status for the sale lead from the drop-down list. The available options are: NEW FOLLOW UP CLOSED CONVERTED
   Status Dt	View the last sales lead status change date.
   Followup Dt	Select the sales lead follow-up date from the adjoining calendar.

3. Perform any of the Basic Actions mentioned in Preface chapter.

This section consists of the following topics:

• Telecoms Sub Tab
  This topic provides information on telecoms. It outlines the process of capturing, managing, and tracking telecoms details within the system for reference and validation.
• Comments Sub Tab
  This topic provides information on comments. It allows users to add, view, and manage remarks or notes related to records for better tracking and communication.
• Documents Sub Tab
  This topic provides information on documents requested by the customer. It records any document sent during sales lead entry for tracking and reference.
• Requests Sub Tab
  This topic provides information on requests. It allows users to create, view, and manage request records for tracking and processing.