4 Sales Lead

The Sales Lead screen enables user to record information in the following sections:

• Introduction
  This section introduces the concept of sales leads. It outlines the process of capturing, tracking, and managing leads to support conversion into opportunities.
• Lead Entry
  This topic provides information on lead entry. It explains the process of creating and capturing new sales leads for tracking and conversion.
• Follow-Up Tab
  This topic provides information on Follow‑Up. It enables users to schedule, track, and manage follow‑up activities with customers to ensure timely engagement and conversion.
• Maintenance Tab
  This topic provides information on Maintenance. It supports reassignment of sales leads and status updates.