The following are two things that cannot be done with a lead until it has been converted to a prospect or account:

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1 Customer Management Work with the Leads Database & Lead Entry The Oasis-CRM Leads Database is quarantined from the main Oasis-CRM accounts and contacts database until they are converted to a prospect or account. Leads are also called Opportunities. The following are two things that cannot be done with a lead until it has been converted to a prospect or account: Issue a quote Open a service issue. There are three primary ways to create leads within the Oasis-CRM database. Entering A New Lead: A lead can be entered in 3 ways. Entered by the lead from the web portal. Manually entered into Oasis-CRM File Imported See related Knowledge Base Article or on line help file. Entry of a New Lead Using the Contact Us Web Portal: When a potential customer makes an inquiry on the Contact Us Web Portal the information submitted is automatically entered in the Oasis-CRM Leads Database. Furthermore, an is automatically generated to the system administrator address informing them of the new lead. The potential customer enters valuable information such as contact information, addresses (which are automatically verified for postal code standards), , phone numbers, products and services they are interested in and their business industry. A text box is also provided for asking specific questions, etc. Again, all of the information filled out on this form is automatically entered in your Oasis-CRM Leads Database, following through to the sale and beyond.

2 Manual Entry Of A New Lead: If a new lead needs to be manually entered, there are two ways to begin the entry process. The first way is from the Work with Leads Database menu from the Customer- Management dropdown. Click the Add New Lead button to display the lead entry screen. Click the New Lead button to add a new lead.

3 The second way is from the CRM Dashboard drop down, New Items menu, Choose Enter a New Lead. There is a quick access link available in the left panel of your Dashboard. The New Lead Entry screen has several fields which include: Classification: Select the appropriate lead classification from the drop down menu. Items displayed in this drop down are configured in System Code Maintenance under Lead Categories. Sales Rep: This will default to the user currently logged in. Upon saving the lead you will be asked if you wish to dispatch the lead. If using the dispatch feature you will have the opportunity to change the sales rep during dispatch and also them notification of the assignment of the lead. Only the dispatch feature will send notification. If the sales rep is assigned in the sales rep field but is not dispatched they will not receive notification. The lead will show in their leads database and on their sales dashboard.

4 Source: Select the appropriate source for this lead from the drop down. Items displayed in this drop down are defined promotions and marketing campaigns that have been set up in the Marketing Campaign Management menu. Territory: If using sales territories select from the drop down menu. Sales territories displayed in this drop down are defined in System Code Maintenance under Sales Territory Codes. Furthermore, sales territories can be assigned to specific resources through Resource Management. Only leads within the resource s assigned territories can be viewed if using this feature. Furthermore, when using the dispatch feature to assign leads to resources based on their territories you may use the Load Available Resources button in the dispatch screen to filter the available resources based on the territory that the lead is assigned to. Market: Select the appropriate market from the drop down menu. Items displayed in this drop down are defined in System Code Maintenance under Industry Type Codes. Status Note: Data entered into this field will appear when viewing the list of leads under the Status Note header. Contact Notes: Enter any applicable information you would like to include with the lead in this free format text box if desired. Last Communication Entry: Once a lead has been saved in the leads database all communications entered will be saved in the Communication History tab. The most current or last entry will display automatically in the main lead account information screen. A hyperlink is provided to allow you to view the details of that communication entry. Which Type of Product(s) Are They Interested In? If applicable select from the drop down menu. Multiple Items can be entered. Items displayed in this drop down are defined in System Code Maintenance under Quotation Configurator Types and are typically used for pre configured products or items that you may sell such as a Small Business Server which would include an entire group of items configured together. NOTE: While creating a new lead the left panel will display possible matches to the lead currently being entered to assist with avoiding duplicate data entry. Press SAVE CHANGES once the lead has been created.

5 Searching for an existing lead: A list of all leads can be accessed by selecting the Customer-Management drop down menu and clicking on Work with the Leads Database. (Note: Security settings of the user may prohibit viewing or modifying leads that are not assigned to them.) Quick Lead-Search For quick & easy lead retrieval, use the Lead-Search field to bring up leads by contact name and company name. You can also search for Leads using the Search Account & Contacts menu from the Customer-Management dropdown using the Opportunity radio button under the Settings area in the left panel. Leads can also be located from the users Sales Dashboard.

6 The left panel of the Work With Leads Database menu allows for many methods of locating a specific lead. It also allows for mass reassignment of a group of leads from one category (list) to another. Use the up and down arrows in each category to expand or collapse the menu. Lead Search: Allows for power search functionality for lead id, company name, or contact name. Unassigned Leads: This hyperlink will allow access and show the number of leads that have not been assigned/dispatched to a particular sales rep. Promotions: This will show all leads based on the assigned source or marketing campaign. Markets: This category will show all leads based on the assigned markets Territories: This category will show all leads based on the particular territory the lead is assigned to. Categories: This category will group leads based on the specific category type assigned to the leads. Data Filters: This category will allow location of leads based on certain data criteria. Sales Reps: This category will show leads based on sales rep assignment. Reassign: This feature is used for mass reassignment of leads from one of the categories above to another.

7 Use the More Options button to give the Advanced Search Parameters as displayed. This search utility located in Customer-Management under Search Accounts & Contacts also searches existing leads (opportunities) and prospects currently existing within the main database. Power-Search: The power search option allows you to specify text to find within any lead or prospect record, such as words within a previous communication record (conversation text), or fields such a city name, area code, partial phone # s etc. Use the power search when you cannot remember the contact names, but you do remember some detail about the contact that the system can search.

8 Clicking on any of the sales leads activates the lead management screen: Ready to generate a quotation? Click the Promote to Prospect hyperlink to qualify the lead as a prospect and begin the quotation process. The lead management screen is organized to display the lead information, communication history, pending follow-up s and appointments, and products related to the current lead.

9 The left panel also provides links to perform the various functions in lead management: Phone Call/ This link will allow for communication entries by phone, or other. It also allows for the use of templates to communicate with the opportunities. All communication entries remain with the lead even after it is converted to a prospect/account. Set a Follow-up: This hyperlink allows for the creation of any reminder follow up notifications required for the lead. The reminders are sent via notification to the person with whom the follow up is set for within your organization. Dispatch Lead: The Dispatch Lead link is used by system dispatch personnel to move this lead to another company file or reassign to another sales representative. When using this dispatch feature an can be automatically generated to the assigned sales person as well as any special notes or instructions can be included. Write this down! The Dispatch Lead feature must be used if you require notification of lead assignment to the sales person. If not using this feature, no will be generated but the lead will show in their active leads database. Promote to Prospect: Once the lead has become a verified prospect and is ready to continue to the quotation phase they must first be converted to an account. Select the Promote to Prospect hyperlink in the left panel. This will automatically generate an account in Oasis-CRM. You will be asked if you wish to continue to entry of a quotation automatically, if OK is selected the quotation screen. If you wish to configure account and billing settings first, select Cancel to be directed to the account profile first. From this screen you can configure the account and then create a quote. Address Verification: If selected this option will verify the accuracy of the address information entered for the lead. Once this is successfully verified and the lead is promoted to a prospect or account the latitude and longitudes for the location will be populated into the account profile. Google Map: If selected the program will display a Google Map for the location of the lead in the top portion of the screen.

10 Last Event: This is a audit log of the very last event that occurred with a lead. This area will display information such as when the lead was created, when it was dispatched and by whom, etc. For example, the sample screen shot above shows that the last event to occur on this lead was a phone call communication entry by Jennifer Carter. Quick Tasks: This area will allow the user the ability to quickly create a scheduled appointment, follow-up or communication entry for the lead without having to access other screens or hyperlinks. The notes will become the details for the particular item. Use the Save button below in the panel when creating a quick task entry.

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