Creating a new Lead

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Step One

Go to Lead Management
⦁ Lead management can be accessed through the “Sales Dashboard” by clicking on “Lead Management”.

Creating a new Lead
Creating a new Lead

Step Two

 It can also be accessed by going to the main menu and selecting “Customer Service” and then clicking on “Lead Management”.

Step Three

Create new Lead.
⦁ Click on the “+” icon to create a new Lead.

Creating a new Lead

Step Four

Enter the lead contact information.
Fields marked in red are required.
“First Name” and “Last Name” fields will be auto-filled after entering the “Name/Company” field.

Step Five

Select the “Type” of Lead.

a. Lead

⦁ Select “Lead” if it is a potential sales contact or organization.
⦁ Set the lead “Group”. Eg: Dealer, Manufacturer, Contractor, Arquitect, Homeowner or None.
⦁ If the “Lead” is coming from a marketing campaign, you can click on “Campaign” and select from a previously entered marketing campaign in OpenJanela.
⦁ If the “Lead” is a referral, select “Referred” and then select from an existing customer in OpenJanela.

b. List Member

⦁ Select “List Member” if the contact comes from a purchased list.
⦁ Set the lead “Group”. Eg: Dealer, Manufacturer, Contractor, Arquitect, Homeowner or None.
⦁ Select the “Lead List” from the drop down menu.

Window and Door ERP and CPQ Software

Step Six

c. Inquiry

⦁ Select “Inquiry” if the person/company contacted you with a question about your product or services.
⦁ If “Inquiry” is selected, you can enter the “Source” from that inquiry. Eg: Web Site, Facebook, TV Infomercials, Banners, or Walk In Customer.
⦁ Set the lead “Group”. Eg: Dealer, Manufacturer, Contractor, Arquitect, Homeowner or None.
⦁ If the “Inquiry” is coming from a marketing campaign, you can click on “Campaign” and select from a previously entered marketing campaign in OpenJanela.
⦁ If the “inquiry” is a referral, select “Referred” and then select from an existing customer in OpenJanela.

Step 4:
Assign the lead to a Sales Rep.

Step 5 (optional):
Add the lead address.
Step 6:
Save the lead.
⦁ You can click on the save button or click on an action.
⦁ If the lead type is set as “Lead” You can click on “Opportunity” to create a sales opportunity or click on “Add Task” to add a task related to the lead that is being entered.

Step Seven

If the lead type is set as “Inquiry” or “List Member” you can click on “Schedule Follow Up”

Creating a new Lead
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