Lead Details and Relations

Categories and keywords

Leads are divided into groups using Categories, which can be defined in ‘Settings’ > ‘Categories’.

Keywords are used to further differentiate Leads grouped into Categories. Keywords can be defined in ‘Settings’ > ‘Categories’.

Lead’s additional information block

This block contains the following sections:

• Client – you simply select what is the client of this Lead. You can select either Contact, or Company. When the selection process is complete, the date is saved in Lead. If you change Contact’s or Company’s contact information, the data in Lead will not be changed. To update the data, you need to re-select Contact or Company.
• Contractual data – the main information required to conclude a contract. This part is very important when concluding contracts. Here, you can select a contract’s template. Templates can be adjusted in ‘Settings’ > ‘Templates’. Contract date, number and undersigned persons are also marked in this section. If ‘Summarize proposals’ is checked, all Lead’s proposals will be summarized and Lead’s value will be the total value of all proposals. If ‘Summarize proposals’ is not checked, Lead’s value will be the value of the last proposal (by date). NOTE. A contract may be physically signed using software version developed for iPad.

• Additional – these fields can be defined according to your choice. Fields can be defined in ‘Settings’ > ‘Additional’. Here you can enter information about 6 textual fields and 2 date fields.
• Reason – often when Lead is lost, it is necessary to record the reason(s) why contract conclusion failed. This section is intended for this. When you, say, reach certain amount of lost Leads, there is a need to analyze for what reasons the contract conclusion could not be implemented.
• Signatures. This section is installed only in software version developed for iPad. Here, you can physically save both parties’ signatures. A signature will be saved as an image and will be placed in the very past part of a contract, a bit lower than the text ‘Signatures of the parties’.

Other Lead-related application items

Lead can be related to the following:

• Contacts – list of Contacts related to specific Lead. Each Contact can be defined its relationship with Lead. By pressing the arrow , you will be redirected to the tab of the selected contact. By pressing the button , the window will appear, where you will be able to select the Contact. If you choose more than one Contact, all Contacts in the list will be added. After checking Contact and pressing the button, the relationship with Lead will be deleted. Neither Lead, nor Contact will be deleted.

• Companies – list of Companies related to specific Project. Each Company can be defined its relationship with Lead. By pressing the arrow , you will be redirected to the tab of the selected Company. By pressing the button , the window will appear, where you will be able to select the Company. If you choose more than one Company, all Companies in the list ‘Select’ will be added. After checking Company and pressing the button , the relationship with Lead will be deleted. Neither Lead, nor Company will be deleted.
• Incomes – list of Incomes (invoices) assigned to specific Lead. By pressing the arrow , you will be redirected to the tab of the selected Income. By pressing the button, the new window will appear, where you will be able to select and add Incomes already existing in the application. If you choose more than one Incomes, all Incomes in the list ‘Selected’ will be added. By pressing the button , you will be redirected to the Incomes tab, where new Income will be created and automatically related to specific Lead. After checking the Income and pressing the button , the relationship with the Lead will be deleted. Neither Lead, nor Income will be deleted.
• Expenses – list of Expenses assigned to specific Lead. By pressing the arrow , you will be redirected to the tab of the selected Expense. By pressing the button, the new window will appear, where you will be able to select and add Expenses already existing in the application. If you choose more than one Expense, all Expenses in the list ‘Selected’ will be added. By pressing the button will be redirected to the Expense tab, where new Expense will be created and automatically related to specific Lead. After checking Expense and pressing the button , the relationship with the Lead will be deleted. Neither Lead, nor Expense will be deleted.

• Documents – list of Documents related to specific Lead. If the documents are related correctly, this list should provide all Lead’s documents. By pressing the arrow , you will be redirected to the tab of the selected Document. After checking the Document and pressing the button , the relationship with the Document will be deleted. Neither Project, nor Document will be deleted. In the option above the list, you can filter Documents by their categories (for example, you can see only contracts or purchase orders) Document categories can be defined in ‘Settings’ > ‘Categories’.