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Training Materials


Presentation

What you can do inside Leads :

  • Create a New Lead
  • Identify duplicates
  • Convert into Account/Contact
  • Convert into Opportunity
  • Clone the Lead

  


Definitions & Objectives

  • A Lead is a potential interest identified at or expressed by a company, for which one of Solvay’s products/services could provide a solution.
  • The lead could be created manually or from the Web (Solvay.com).

Lead Types

  • General Question
  • Product Inquiry
  • Document Request
  • Sample Request
  • Quotation Request

Related articles


CRM Lead Management

Training Materials

Functional Design


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