Leads are generally used in sales to acquire new users on the HRIS system. These can be brokers, companies, service bureaus, or decision-makers. To assist sales in tracking leads and increase business, leads may need to be added.
To access the Leads page:
- Click the menu button in the top left.
- Click Leads.
When you arrive at the Leads page, all existing leadswill be listed with the:
- Company name
- Company type
- # of employees
- Estimated revenue
- Producer of the lead, if assigned.
- Sales status
- Lead Source
- Date lead captured
- Date of the latest note
The action drop-down menu lets you:
- Add New Lead
- Delete Selected Record(s)