Leads - How To Articles

15 articles

​Creating a Lead in the Leads Module

In the Leads module, Select +New to add a new Lead. Enter the Lead's information into the fields in the New Lead form. Mandatory fields will highlight in red if a value is missing. New leads will be…

Updated 2 years ago by Celina Kwan

Editing Leads

In the Leads module, click on a Lead then select Edit. Enter any new or missed information and click Save to finish.

Updated 2 years ago by Celina Kwan

Changing a Lead's Stage

In the Leads module, click the Lead's name or company name to view its details. Click the stage the lead has moved to. Select Set Stage to change the lead's status.

Updated 2 years ago by Celina Kwan

Adding a Note to a Lead

Open the leads module. Select a lead you wish to add a note to. Select + Add to open a note window. Add the relevant notes and click OK to save the note. Once saved, the note you have entered will ap…

Updated 1 year ago by Niall Clifford

Converting a Lead to a Customer

In the Leads module, click the lead's name or company name. Select Convert.. If the lead had previously been linked to an address book entry, Maximizer will auto select by default,“ Choose an existin…

Updated 1 year ago by Celina Kwan

Deleting Leads

Delete access rights required for Leads module. If the Delete option is not available, reach out to your Database administrator to grant these Access rights. Select the Lead that is to be deleted. Se…

Updated 3 years ago by Celina Kwan

Linking Leads

After creating a lead, it is good practice to check and see if that lead already has a relationship with a customer from the Address Book. This may result in new business opportunities with existing…

Updated 3 years ago by Celina Kwan

Archiving a Lead

In some scenarios, it is necessary to archive existing leads. For example, some leads are initiated with the potential to be converted to opportunities at a later date. Because these leads are not "d…

Updated 1 year ago by Niall Clifford

Reviewing Related Entries to Lead

Click on the information presented to view the relevant entries in the Address book or Opportunities module. It is possible to select information to review by: Company (Address Book Module). Contact…

Updated 1 year ago by Celina Kwan

Adding a New Lead Source

It is now possible to create or remove values for the Leads source. To add or remove a value from the lead “Source” field is very similar to adding or removing items from a Table user-defined field.…

Updated 1 year ago by Niall Clifford

Lead Mapping

Lead Conversion Mapping. Matching lead fields to relevant Address Book Fields saves time when converting leads into Address Book Entries. Mapped fields will be automatically copied over. In the Admin…

Updated 3 years ago by Celina Kwan

Performing an Advanced Search of Leads

The advanced search feature introduces the capability to run complex queries to search leads. Queries can be constructed using default fields as well as user-defined fields if they are of either of t…

Updated 1 year ago by Amruta Phansalker

Creating a Saved Search in the Leads Module

Maximizer CRM supports the capability of saving searches that you can run at any time. Saved searches allow you to first create complex search queries, and then save these search queries. Queries sav…

Updated 1 year ago by Amruta Phansalker

Editing a Saved Search of Leads

Follow these steps to edit a search query created earlier. Make sure you are logged on, and the Leads module is selected. In the top-right corner, click the hamburger menu, and click Advanced Search.…

Updated 1 year ago by Amruta Phansalker

Linking a Lead to a Campaign

At the time of creating a lead, you can associate a campaign to it. If the lead is converted to an opportunity, the campaign will also be associated with the opportunity. This allows tracking of lead…

Updated 1 year ago by Amruta Phansalker