Page 9 - Participant Guide - Unanet CRM Managing Leads and Opportunities (eBook)

b. Select the company
5. Tap Primary Contact
a. Begin typing contact name in the search bar to return results
b. Select the contact
6. Tap Stage and select your option
7. Tap Lead Source and select your option
8. Tap Ticker Date and enter a date
9. Tap Notes and enter summary of email
a. Tap Done
10. Tap Categorization
a. Tap Practice Areas and select your option
b. Tap Done
11. Tap Save
12. Tap View in the green Lead created banner to go directly to the new record

NOTE: For the mobile version more information was included in the Lead record to help
illustrate the navigation of the mobile app.

Web Activity Steps – Alternative Method
1. Use the search bar to find the company for any leads that may
already exist
a. Enter company name and select
2. Click Associated Leads tab
a. View the existing leads
3. Click the + Lead button in the upper-right of the Associated Leads section
4. Enter a Lead Name
5. Open Lead Source dropdown
a. Select BD/Networking
6. Click Save

Activity 2.2 – I've received new details on a lead, how do I log

those details?

Mobile Activity Steps – Recommended Method
1. Tap More in the module bar on the bottom banner
2. Tap Leads
3. Select a Lead
4. Tap Edit in the upper-right hand corner
5. Tap Stage and select an option
6. Tap Score and select an option
7. Tap Save

NOTE: This activity used the module bar to find a list of leads, but there is always the
option to use the magnifying glass to search for any type of record.

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Lesson 2: Manage Leads