Using Lead Management

Use the Lead Management to create your lead.

Lead Management interface

The Lead Management interface contains the following tabs:

Table 1. Lead Management tabs

Tab	Description
Details tab	Add basic information for your lead.
Catalog tab	Search for and add product offerings to your lead.
Needs tab	Lists the need templates that provide product recommendations for a lead.
Tasks tab	Create lead tasks.
Appointments tab	Create appointments for your lead.
Line items tab	Add different line items to a lead.
Emails tab	Create emails to communicate with the required stakeholders.

Touchpoints and meetings

Use the following tasks to log customer interactions and schedule meetings directly from a lead record.

Table 2. Touchpoint and meeting tasks for leads

Task	Description
Manage touchpoints on a lead	View, create, and delete touchpoints associated with a lead from the touchpoints related list.
Create a touchpoint from a lead	Create a touchpoint to log a customer interaction directly from a lead record.
Schedule a meeting from a lead	Schedule a client meeting directly from a lead record to associate it with the lead.

• Create a lead
  Create a lead in the Lead Management application by entering the details, such as customer name, sales stage, lead type, score, and source.
• Update a lead
  Edit or update a lead in Lead Management.
• Assign a lead
  Assign a lead to a sales agent in Lead Management.
• Add and view the details of a lead
  Use the Details tab to add more information about your lead.
• Add products to a lead
  Use the Catalog tab in the Lead Management to add products to your lead.
• Get product recommendations for leads using needs analysis
  Choose a needs template from the product selection guide in the product catalog to get product recommendations for sales leads.
• Add line items to a lead
  Create a new product line item for your lead by entering the details, such as product offering and quantity.
• Add lead tasks
  Create lead tasks to follow-up calls, emails, or meetings with your to progress on the lead.
• Compose emails
  Create an email to communicate the product information to your customer as per the business requirements.
• Manage leads using Kanban view
  Personalize and manage the leads information that is most relevant to you and your stakeholders using the Kanban view.
• Convert a lead into an opportunity
  Convert a lead into an opportunity in Lead Management.
• Disqualify a lead
  Disqualify a lead in Lead Management.
• Export leads
  You can export a quote as a JSON file in Lead Management and provide it to a customer.