Chapter 2: Leads – Getting It Right the First Time
Once you have understood the value, importance, and use of the Leads module (as described in the previous chapter), it is time to learn how best to set this module.
As Leads is the first contact point for all new business inquiries, it is important to build a strong and well-defined Leads module to set you off on the right foot.
The topics covered within this chapter are as follows:
- Which standard fields to remove and why
- Which standard fields to keep and why
- Creating custom fields
- Assigning picklist values
- Designing a user-friendly layout
- Using layout rules
- Mapping fields
Following the advice and instructions in the chapter will enable you to collect and manage data effectively for new inquiries. This success will set the tone for how users will interact with the system from here onward.
Note
The data captured in Leads drives some of the key reports. So, as you work through...
