An active lead represents an intention for business (market).
See Also Lead.
Relates to 'Target versus Actual' . Denotes the actual performance (in terms of target types) of a region for a specified year.
Self explanatory. Competitors feature in lead analysis. When you lose a lead to your competitor, system will record this along with a reason code (Price-High, Price-Low etc.). A detailed leads lost analysis is provided so that you benefit from microscopic visibility into your pre - sales activities.
A third party to your organization. A contact can play various roles like an existing customer, a prospective customer, or even be a supplier. A contact can be an individual or an organization.
Short form of maintenance contract. Ex: Anual Maintenance Contract (AMC) or equivalent.
Boundary of a contract is defined by 'Effective from' and 'Effective Till' dates. See New Contract.
A Document represents an electronic document (file) of your enterprise.
See Also Document Type.
A Document Type classifies a document. Example: Purchase Order, Covering Letter etc.
See Also Document.
Dropped lead is a lead status. Contact does not want to pursue the project and you would mark it as a dropped lead.
See Also Active Lead.
A Sales prospect, An Enquiry, A Business Prospect.
See Also Active Lead.
A business prospect that you lost to your competitor.
Origin of the lead. Ex: How did I get this lead? Through friend, in a trade show etc. Friend, Trade show are lead sources here. Lead Source features in Lead Analysis.
A business prospect that was awarded to your organization.
Portable Document Format. An electronic file format that can be read with the Adobe Acrobat® Reader software. Get PDF reader. Trademark.
Lead that will remain passive for a foreseeable future. Ex: A Business prospect awaits funding and hence has postponed the lead to the next year. Business Manager will automatically transition a postponed lead to active lead (on 'Next Action' date).
Monetary worth. Ex: Lead Potential = Monetary worth of a Lead. This value will be treated as the Order Value when Lead is Won.
Code that defines lost lead reason. Reason codes are associated with lost leads. With Business Manager you'll not only be able to record the leads that are lost, but will also be able to record the 'Why?' portion of it. This features in lead analysis. Examples: PH for Price High, PL for Price Low, DS for Delivery Schedule.
Helps classify Contacts Region wise. Example: North, South etc.
A Task to be done. Ex: Send fax, Collect/ Issue tax certificates.
Relates to 'Target versus Actual'. Target is the expected quarterly performace of a Region for a specified target type and a financial year.
Specifies the type of the target. Target type can be any of the following: Revenue inflow of contracts or Bill Amount of Service Calls or Potential of leads won.