Associate Leads

Associate Leads

As qualification of leads is the focus, associating various records with the leads is the next step. You may need to associate leads with other records, until the lead reaches a certain stage where it can be converted to Potential as per your organization's sales process.

In the Lead Details page, you can associate the following:

  • Open Activities: To add tasks and events (meetings and calls).
  • Closed Activities: To archive the closed activities.
  • Attachments & Notes: To attach documents and notes.
  • Mails: To send e-mail messages to the selected lead.
  • Campaigns: To associate many campaigns to a single lead.
  • Social Interactions - To view the Twitter and Facebook interactions associated to the lead and send messages, like posts, retweet, etc.


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