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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