Using the Leads Management Center
Use the following procedure to access and use the Leads Management Center.
| 1. | Select Go To > Leads Management Center, or click Administer leads on the Getting Started toolbar. |
| 2. | At the Leads Management Center, select from these options to process your set of leads: |
○ Import data from a variety of sources including ACT!, DBF, ASCII, SDF, SQL, or XML
Acronym for Extensible Markup Language. XML is a universal format that uses tags for exchanging structured documents and data on the Internet. files.
(see Importing and Exporting Data)
○ Assign an owner/manager and record curtaining to control who can update or view a lead.
○ Assign an Automated Process A sequence of two or more events, which are the step-by-step instructions that GoldMine evaluates to perform a defined series of activities. Also known as an Automated Process. to process the leads according to a predefined track of actions and triggers (see
○ Schedule an activity to route, manage, and schedule one or more activities using calls, next actions, appointments, literature requests, forecasting sales, events, to-dos, and e-mail communication.
(see Scheduling and Completing Activities)
○ Organize filters/groups to work with leads and filter and group. Create new, add or remove members from existing, or modify the criteria of filters and groups. To add a current lead to an existing filter or group you must walk through the steps of editing the filter or group.
