Contents of the Manage Leads and Contacts Screen

Use the fields and options to configure the Manage Leads and Contacts screen.

Field

Description

Lead / Contact ID

Enter a unique ID to identify the lead/contact, or leave this field blank to have Costpoint automatically assign an ID if the Auto-Assign Lead/Contact IDs check box is selected on the Configure Contract Management Settings screen.

First Name

Enter the first name of the lead/contact.

Last Name

Enter the last name of the lead/contact.

Qualified Stage

Select the qualified stage of the lead/contact. Valid options are:

New Lead: Select this option if the lead you have identified is a new lead but is not yet considered a true contact and does not have any affiliated business or associated opportunities or contracts. A new lead can be associated to a related lead/contact.
Qualified: Select this option when the lead is determined to be a valid contact. Once a lead is qualified, business affiliations, contact associations, and activities can be entered for the lead/contact. In addition, the associated opportunities and contracts will display for the lead/contact.
Disqualified: Select this option when you determined that the lead/contact is no longer worth pursuing. When you disqualify a lead/contact, the Lead Status will change to Inactive (if not already inactive). Business affiliations and associations entered for this lead/contact will not be affected. Any existing data is maintained within the system.

Refer to the following table on what happens when you change the stage code.

Initial Qualified Stage	Qualified Stage Changed To...	Result
New Lead	Qualified	Allowed. The lead status can be Active or Inactive.
New Lead	Disqualified	Allowed. If the lead status is Active, Costpoint provides a warning message informing you that the status will be automatically changed to Inactive. You can click OK to continue and allow the change, or click Cancel.
Qualified	Disqualified	Allowed. If the lead status is Active, Costpoint provides a warning message informing you that the status will be automatically changed to Inactive. You can click OK to continue and allow the change, or click Cancel.
Disqualified	Qualified	Allowed. If the lead status is Inactive, Costpoint displays a message informing you that you can change the status to Active if desired.
Qualified	New Lead	Not allowed. Costpoint displays an error message.
Disqualified	New Lead	Not allowed. Costpoint displays an error message.

Stage Date

This field displays the date on which the Qualified Stage most recently changed. When creating a new lead/contact, this field stores the current date/time and will update automatically with the date the stage code is changed.

This information can be used to track the number of leads or contacts that were qualified or disqualified during a specific time frame. However, it will not keep a history of the changes. The stage date will always be the date of the most recent stage code change.

Lead Status

Select the status of the lead/contact. Valid options are:

Active: Select this option if you are currently pursuing the lead/contact.
Inactive: Select this option if you are no longer pursuing the lead/contact. Any business affiliations and associations that were created for the lead/contact prior to the inactivation will remain in the system.

When you change a New Lead or Qualified stage to Disqualified, Costpoint automatically changes this field to Inactive, but you have the option not to save the changes.

You cannot change the status from Inactive to Active if the qualified stage is Disqualified.

Owner ID

Enter, or click to select, the employee who is primarily responsible for the relationship of the lead/contact. The lookup displays only those employees with an Active status, but you can enter an employee with a different status.

Owner Name

This field displays the name of the employee you selected in Owner ID.

Company Name

Enter the company name for the lead/contact.

Title

Enter the title of the lead/contact.

Source

Enter, or click

to select, the lead/contact source. Valid values are only those that exist on the Manage Lead Source Types screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Lead Source Types. Only codes that are available in the lookup can be used for new records in Manage Leads and Contacts.

Phone Number

Enter the main phone number for the lead/contact.

Other Number

Enter the other phone number for the lead/contact.

Rating

Enter, or click

to select, the lead/contact rating. Valid values are only those that exist on the Manage Lead Rating Types screen. Codes that display in the lookup have the Show in Lookup check box selected in Manage Lead Rating Types. Only codes that are available in the lookup can be used for new records in Manage Leads and Contacts.

Fax Number

Enter the fax number for the lead/contact.

Email Address

Enter the email address for the lead/contact.

Notes

Enter additional notes for the lead/contact.

Subtasks

Subtask	Description
Business Affiliations	Use this subtask to view business affiliations for the lead/contact and also to add business affiliations to the lead/contact record. The availability of the fields on this subtask depend on the lead/contact's qualified stage.
Activities	Use this subtask to enter and view activities related to the lead/contact.
User-Defined Info	Use this subtask to enter, edit, and view values for user-defined fields for a lead/contact.
Related Leads / Contacts	Use this subtask to add leads/contacts that are related to the lead/contact you are accessing.
Opportunities	Use this subtask to view the opportunities associated with the lead/contact.
Contracts	Use this subtask to view the contracts associated with the lead/contact.

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Contents of the Manage Leads and Contacts Screen

Contents

Subtasks