Lead Contact

A Lead Contact is someone you may speak with on occasion other than your Lead who works at the same company.  You'll want to give this person a Contact ID number so can you easily find them if you need to contact them directly.  The Lead Contact also has a detailed information like the main lead to be able to contact them easily .

As you create new contact for your Lead, a new Contact ID will be automatically assigned.   The Contact ID generated on this field is setup on the Starting Numbers form.  Fill in any other data like name, address, contact numbers, email and any notes you want for this contact.

You can enter also the Title, Department, Type and Source for your Contact.  All of these combo box fields have an ellipse button next to them to let you add, delete or edit information in those combo boxes.

Information Tab

The Information Tab shows you general information about the Lead Contact.

The Title combo box field will display all available titles that can be assigned to the selected lead contact.  Click the ellipse button next to this field to open the lead contact title form where you can add, delete or edit titles.

The Department combo box field will display all available departments that can be assigned to the selected lead contact.  Click the ellipse button next to this field to open the lead departments form where you can add, delete or edit departments.

The Type combo box field will display all available types that can be assigned to the selected customer contact.  Click the ellipse button next to this field to open the lead contact type form where you can add, delete or edit types.

The Source combo box field will display all available sources that can be assigned to the selected customer contact.  Click the ellipse button next to this field to open the lead contact source form where you can add, delete or edit sources.

Email History Tab

The Email History tab displays the history of emails received from and/or sent to the specific lead contact.  Emails received from lead contact include only emails dragged and dropped from outlook to this email history tab.  See How to Drag and Drop Email from Outlook to VisionCore.  While sent emails include those emails sent from clicking ellipse button on the Email field of the Lead Contact form.

Notes Tab

The Notes tab displays a single line item list of all the notes that have been entered for the selected lead contact.  Click the ellipse button next to a specific note and it will open the Lead Contact Notes form displaying the details of that specific note.  Click the ellipse button next to an empty line item to open a new Lead Contact Notes form where you can enter information.  All the fields in the lead contact notes list are read only.

Activity Tab

The Activity Tab shows you all the completed and scheduled activities for the lead contact. See: Schedule Activity

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

The New button will clear the form to allow a new lead contact to be added.

The Save button will save the changes made in the form.

The Find button will allow you to search for lead contact.

The Delete button will delete the selected lead contact record.

The Undo button will cancel out the last change/s done to the record reverting it to its older state.

The Copy Lead button allows you to copy the general information for your Lead Contact to reflect the Lead's information.  By using this button, you will save time and not need to manually reenter the information.

The Copy Site Location button allows you to copy the selected Site information for your Lead Contact.  This would be used if the information was the same as entered previously.

The Close button will close the Lead Contact.

Press F1 or click F1-Help button at the bottom left of the form for help on the form that is currently opened.