a feature called tagging. This feature can assist users in assigning visual cues to specific records in the listviews. Tagging is available in Accounts, Contacts, Leads, and IBOs. Tag columns can be enabled by engaging the customize column functionality. Locate the Tags column and select it for display Tags can be configured to the user’s […]
In the Scope setup section when Accept Leads on other Owner’s behalf is selected (figure 1), any user that has the ability to edit the Lead is able to accepts it. If the option is clear, only the Owner can accept the Lead. Owner and Admin can change the Lead Owner. The other users will […]
In this setup the Admin configures the following options: If the Marketing module is used. the placement of the Lead tab. Leads tab can be included in the Sales or Marketing module. See the images below. Fig 1: Leads tab in the Sales module Fig 2: Leads tab in the Sales module 2. Field […]
In ASPEC, a Lead is an expression of interest in your product or service. Leads may or may not translate into future business for you. Lead management is tightly integrated into the customer management and the CRM workflow of ASPEC and data entered at any stage carries through to all associated lists, forms, and reports. […]