Lead Management

Although Lead Records and Contact Records share many of the same features, 8i provides extra functionality to help you keep track of your leads and convert them to clients. This section contains information about the features specific to Leads. The video tutorial on the right will help you get started. All 8i Video Tutorials >

Video Tutorial:
Lead Quality

Lead Quality Video Tutorial

Article Title Video
Creating a Lead
Editing a Lead
Changing the Status of Your Leads
Keeping Track of Your Leads
Converting a Lead to a Contact
Lead Qualification and Lead Quality Video Tutorial
Searching Leads by Lead Quality
Creating a Web Lead Form
Adding a Web Lead Form to a Website
Applying or Removing an Action Plan for a Lead Video Tutorial