Lead Management

This topic provides information about lead management process used for Sales Process.

Lead management is a process of acquiring and organizing lead information and managing interactions with them. It involves capturing leads from multiple sources, qualifying them, distributing them to sales reps, tracking and recording online and offline interactions, such as emails, ad clicks, website visits, phone calls, and face-to-face meetings.

Lead management helps companies understand customers’ pain points and requirements. And by doing so, they can propose a solution that can serve their customers’ needs.

The Lead management process can be performed by all Sales users with following activities:

• Create and Manage Lead
• Lead Qualification
• Convert lead to opportunity