Lead Details
Entering Lead Details
The SAM Leads module is designed to maintain a comprehensive list of all new enquiries added to the system. To add a new lead, simply click the Add icon. This action will display the Lead Details Screen shown below, where you can enter detailed information about the enquiry.
Key information to provide includes:
- Contact Information: Add key contact details, including Name, Title, and Position.
- Ptroduct Service: Description of the Enquiry, clearly outline the nature of the inquiry to provide context.
- Telephone & Mobile Numbers: Ensure contact details are accurate and up-to-date.
- Email Address: Include an active email address for followup correspondence.
- Lead Source: Specify where the lead originated, such as a marketing campaign, referral, or website inquiry.
- Weighting: Assess and record the likelihood of converting the lead into an opportunity.
- Company Name and Address: Include the organization’s details for a complete record.
- Communication, Additional Notes or Relevant Details: Document any other pertinent information that might aid in managing the lead effectively. Giving details of the enquiry and any follow-up discussion that have taken place.
Saving the Lead Record
Once all the required information has been entered, click the “Save” button to create the new lead record. By following these steps, you can efficiently manage and update your leads, ensuring that all critical information is easily accessible and up-to-date.
Adding Documents
SAM allows you to store documents directly against a lead record, ensuring that all relevant files and correspondences are easily accessible in one place.
To attach a document, click the “Documents” icon to open the document attachment window. Once the document upload window is displayed, click “Add New” icon and the Add Document screen will appear. Click the “Attach File” box, and browse to the location of the file on your computer or network and select the document you wish to upload. Enter a suitable document name or description . Finally, click “Save” to attach the document. The document will then be stored against the client record and will be available to all authorised users for viewing or management, subject to their access permissions.
Printing
The “Print” icon allows you to produce a printed copy of the current record or screen within a SAM module. When selected, SAM generates a print preview based on the relevant template or layout, enabling you to print details such as client information, job records, invoices, or reports. Depending on system configuration and user permissions, the output can be sent directly to a printer or saved as a PDF for electronic distribution or record keeping.
