Creating a Lead Card

You can create a lead card to begin tracking potential customers. If you have created a quote for someone that is not yet a customer creating a lead card will give you the ability to track the source and the status of the potential customer. Once the person or company accepts the quote, when you change it to an order or an invoice, the lead card will automatically be changed to a customer card. The date the lead card was created will remain in the history of the customer card along with all contact information.

The lead source and lead status fields remain in the Card Details tab of the customer card. The Lead Since in the History tab also retains the date the lead was created.

To create a lead card

Go to the Card File command center and click Cards List. The Cards List window appears.

Select the Lead tab and click New. The Card Information window appears.

Lead is selected from the Card Type list.

Select the designation of the card: company or individual.

Type the leads name and press Tab. Additional fields appear.

Enter a code to identify this lead in the Card ID field. For more information, see ‘Card identification codes’.

Enter contact details for the lead.

If you want to enter more contact information, select another address from the Location list and enter the additional details. You can enter contact details for five different locations.

Click the Card Details tab. You can enter notes about the customer, insert a picture and assign attributes to group and sort the card.

If you want to...	See
insert a picture	Card pictures
assign an attribute from a custom list	Custom lists
enter additional information in a custom field	Custom fields
assign an attribute from a lead source and status	Lead Source and Status

Click the Selling Details tab and select the selling information.

Click the Payment Details tab and select the method of payment your lead will use to pay you once they have become a customer.

Click the Reminder Log tab and create a new reminder and to view reminders created.

Click the Jobs tab to view a list of jobs this lead is linked to. For more information about jobs, see ‘Jobs’.

Click the History tab to view all transactions assigned to this lead. The date the lead card is created is automatically entered in the Lead Since field but you can also enter the date that the contact is created. The lead since date remains when the lead card is changed to a customer card.

Click OK to close the Card Information window.