Manually entering a lead is done after making contact with a potential customer outside of the CRM system.
1. Select 'Summary' to open the contact information.
2. Enter the Topic label.
Ensure to include information relating to discipline, instructor, and time frame.
3. Select the appropriate Lead Source.
4. Continue filling in all relevant information on the lead.
Additional information saves time in the future.
5. Fill in the Assignments page.
Attach the appropriate regional account representative.
'Business Unit' is the SIG brand the lead was in contact about.
'Account Segment' is the institution type.
6. Fill in the Description of the lead.
Use this box to include any notes about questions or conversations you have had with the lead to assist future representatives.
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