My Leads

The My Leads tab enables users to further process sales leads which have been allocated to them or to a group of which they are a member. Like the other tabs accessible from My Desktop it has several functions and is only available to users who have been given access to it from User access control

There are three grids on this tab however there is some common functionality between them, the links below give details of the grids and tab functionality

• My Leads grid The my leads grid lists those leads which have not been processed which have been allocated to the user ID displayed in the filter selection field. Grid entries are selected using a click action on the required line.
• My Teams Leads The my leads grid lists those leads which have not been processed which have been allocated to a team/s of which the user is a member. Grid entries are selected using a click action on the required line.
• Closed leads The leads which have been processed, they could be leads which have been converted in to CRM customer records or leads which have for some reason been rejected. Rejected leads will only be displayed if the show rejected leads tick box is ticked on.

Common functionality

Each of the grids can be expanded. This is done by clicking the maximize button positioned to the top right of the grid. When the button is selected the other grids are temporarily hidden from view and the selected grid is expanded to fit the tab. The grids can be minimized using the minimise button which replaced the maximise button.

Filter Selection field is found at the top the My Leads tab and will default to the current users ID, however if the user is a team superior when the ellipsis is clicked a list of users linked to that team will be available for selection.

A grid item is selected by clicking on the item this opens the CRM lead form

Column headings

The headings for each of the grids is common for all three grids there are eleven headings as follows:-

• Date: The date the lead was created.
• Time: The time the lead was created.
• Title: The leads title.
• Initials: the leads initials
• Firstname: The leads firstname.
• Surname: The leads surname.
• Company Name: The name of the company the lead is associated with.
• Telephone 1: A telephone number supplied by the lead.
• Telephone 2: A second telephone number supplied by the lead.
• Vehicle Registration: The registration of the vehicle associated with the lead.
• Vehicle Description: A description of the vehicle associated with the lead.
• Notes: Text notes.

CRM leads form

The CRM leads form is opened when a lead had been selected from any of the three grids. The options available may differ depending on the whether the lead has already been processed in some way already.

There are six options available on the menu and tool bars and any information which showed in the grid will have been automatically entered into a comparable field on this form. There are two additional fields on this form these are:-

• Title drop down: this relates to the title code field in the CRM customer record.
• Allocate to: the ellipsis search enables the selection of another user the current user is entered by default.

Menu option	Icon	Description	Keyboard shortcut	Availability
File - Accept		Enables acceptance of the lead into CRM and opens the CRM search form	Ctrl + A	My Leads and My Teams Leads and Rejected leads
File - Reject		Rejects the lead and removes it from the leads list.	Ctrl + R	My Leads and My Teams Leads
File - Edit		Opens the CRM leads form for editing	Ctrl + E	My Leads and My Teams Leads
File - Save		Saves the loaded lead	Ctrl + S	My Leads and My Teams Leads
File - Exit		Closes the CRM lead form and returns you to the My leads tab	ESC	All