Leads User Guide

How to use and work with Leads in Colleague.

Leads

Colleague includes the ability to create Leads. As a feature, this is for the benefit of Sales & Business Development teams.
This functionality is enabled via a User Group Permission:

Admin > User Group Permission > Leads (Permission Folder) > Show Leads

There is also a permission to authorise whether a table of Leads within a Lead Selection Screen can be exported into Excel. This is stored in the same location as other similar permissions:

Admin > User Group Permission > Search (Permission Folder) > Export Lead Selection Results

If enabled, from the Quick Create menu, the option to ‘Create Lead’ will be included:

From the main navigation menu the ‘Leads’ option will be shown between ‘Contacts’ & ‘Requirements’.

On selection of the Leads option, you will be able to search for existing Leads via a selection screen:

Leads can also be searched upon via the Quick Search.

A Lead can be linked with an existing Contact/Company or can be a stand alone record to track a potential opportunity.

The Lead record consists of the main tabs of a standard record:

• Basic - Standard Lead field data
• History - A table of the history and workflows run against the Lead
• Documents - An area to store documentation regarding the Lead
• Notes - Freetext area for Notes regarding the Lead
• Custom Fields - Any/all custom fields required by the business to be added to a Lead
• Checklist - For configuring client specific tasks against a Lead
• Requirements - A table of the Requirements which have been created from a Lead
   

The Lead record has its own Status and Source lookups which can be edited by an Administrator.

Standard Status lookup will include:

• New (default)
• Qualified
• Converted
• Closed

There is also a ‘Close Lead’ flag on the Status lookup which specifies whether that status code represents the closure of a Lead (i.e. Closed, Lost, On Hold).

There is a 'Days Open' field which will auto calculate the number of days since the created date of the Lead. This count will cease if the Lead has been closed (as per the above settings).

There is also a 'Latest Stage' field which can be viewed from the Leads Selection Screen table and will advise the last completed Checklist Item as per the Checklist sequence.

The Lead record consists of the main features of a standard record:

• Email - Emails sent from a Lead record are recorded against the Lead as history
• Create History - Creates a history against the Lead
• Calendar/Task - Creates a Calendar or Task associated to the Lead
• Set Checklist Task (Reminder) - Creates a Task associated to the Checklist Item on the Lead
• Ownership - Set one or multiple Owners against the Lead
• Add to List - Add Leads to a List
• Set As Default Tab - Set the default landing tab of the Lead record
• Create Company - Opens the Create New Company form in a new tab, so it can be associated to the Lead 
• Create Contact - Opens the Create New Contact form in a new tab, so it can be associated to the Lead
• Create Requirement - Opens the Create New Requirement form in a new tab, with details from the Lead copied across into the form. The new Requirement is then associated with the Lead.

When a Requirement has been created (or if multiple Requirements have been created) from a Lead record, you will be able to access the Requirements from the Requirement tab.

When on a Requirement, if it has been created from a Lead you will have a link back to the Lead record.

New Leads can be reported on via the Consultant Activity Report:

User Overview Panels:

Team Overview: