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LESSON 6: CONFIGURE A LEAD RECORD

Learning Objectives

• Navigate and configure a Lead record
• Modify the Lead Stages value list by adding “Assigned/Opened”

Introduction
The Leads module is optional, where you manage the information you have for the leads
you are tracking.

You can add a Lead without associating it with other core data modules. Or associate with
Company, Contact, Personnel, or Firm Org values. You can create a Lead record by clicking
the Create New + icon in the upper-right and selecting Lead.

Only a Lead Name is required to create a Lead record. This optional module lets you track
rumors or long-range pursuits before enough information to determine a viable opportunity.

NOTE: To convert a Lead to an Opportunity, you must associate a Client Company records
with the Lead record.

Value Lists in the Lead Record

The Lead record has several value lists. Leads, Opportunities, and Projects share value
lists. Configure them under General Administration > Value Lists.

Some essential lists specific to Leads are Stages, Record Sources, and Lead Scores. The
Stages value list has default values of “Closed,” “Convert to opportunity,” and “Unassigned.”

Activity 6.1 – Modify the Lead Stages value list by adding
“Assigned”

Activity Steps

1. Click the Administration button
a. Hover over General Administration
b. Select Value Lists from the secondary dropdown menu
2. Scroll down to the LEADS section
3. Open the Stages field
4. Add a value by selecting the New Value text field at the top of the page
5. Input “Assigned” into the New Value text field
6. Open the Status dropdown and select Open

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