ID/ Ref.#: Key in the Lead ID/ Reference Nunber. Example: Lead/001.

	Note
	Focus 'ID/ Ref.#' text box and right click. Business Manager will suggest a random reference number. Click to accept.

Key in what the contact wants. Example: Supply of Mild Steel or such.

Lead Booking date.

Contact invloved.

Associate this lead with an industry.

How did you find this lead? Ex: Trade Show.

Lead Status: Active, Dropped, Lost, Postponed, Won. See glossary.

Date associated with Lead Status. Date of postponement or Order Date in case Lead is won or Date on which Lead was lost.

If lead is lost, who the competitor is.

If lead lost, reason for losing the lead. Ex: High Pricing.

Customer Order details in case Lead was won.

Sales person (Employee) who booked the lead.

Lead currently assigned to. You can leave this blank.

Lead worth or Order value (for Leads Won). Example: 10 th, 5.65 th, 1000, 500.

A trace of all actions taken (or yet to be taken) in connection with this lead. Example: 'Call Mr. John after a week'.

	Note
	Lead - Actions have more significance than High priority 'To dos'. It is suggested you refrain from using 'To do' to take action on leads.

List of documents attached to this Lead. Ex: Drawings, Bill Of Materials.

Right click on the grid to attach a document.

To remove an attachment, select a row and right click.

Competition notes.

Specific or special requirements of the lead, if any.