Lead

A Lead is a basic information captured in the LeadX platform. A Lead in LeadX contains basic information about the Lead along with Company, Contact person, Lead Value, Lead Value currency etc.

A Lead can be Closed as Won or Lost in LeadX Platform. A Lead can also be Parked in LeadX platform if there is no major activity related to the Lead

The term Lead can be a potential new customer or existing Customer having specific requirements. Leads usually contains a piece of requirement and contact and Company information

You can capture the following information while capturing the Lead information

Lead Parameters

Parameter	Description	Role Access

Parameter	Description	Role Access
Lead Title *	The Title or description information of Lead	Lite/ Basic / Professional / Manager
Company *	The name of the company LeadX 2.0 onward, the Company is automatically added to the LeadX database after the user enters the company that is not present in LeadX	Lite/ Basic / Professional / Manager
Contact Person	Name of the contact person associated with the Company LeadX 2.0 onward, the Contact is automatically added to the LeadX database after the user enters the contact that is not present in LeadX	Lite/ Basic / Professional / Manager
Contact Person Phone number	Contact phone number of the contact person	Lite/ Basic / Professional / Manager
LinkedIn Profile	The LinkedIn Profile URL of the contact person that is associated with the Lead	Lite/ Basic / Professional / Manager
Browse button	A Browse button to upload documents or images along with the Lead
Hand over to sales? button	This button is only available to Lite and Basic User. This button allows lite and basic user to capture the Lead Information and hand over the Lead to Sales team for further Lead Life-cycle.	Lite/ Basic
Pipeline Stage	Pipeline stage defines the stages of the Lead. LeadX provides below Pipeline stages New ( The Default Pipeline Stage if the Lead is generated by Lite and Basic User) Lead Opportunity Proposal Negotiation Closed Won Lost The Lead has following Sub stages Parked: The Lead can be kept in a Parked state if no work is happening on Lead Lost: This state can only be selected if the Lead is in Closed Stage Won: This state can only be selected if the Lead is in Closed Stage	Professional/Manager
Expected Closing Date	The Lead expected closing date can be captured using this parameter	Professional/Manager
Category	The Lead category can be chosen from the existing Categories or a New Category can be entered using Category parameter	Professional/Manager
Lead Value	Enter the Value of the Lead in this parameter. This parameter can be kept blank if lead Value is not known. The Lead Value contributes to the Organizational Revenue only if the associated Lead is closed in the Won State and Lead value is not confidential	Professional/Manager
Lead Value Currency	Choose the Lead Value Currency from the list of currencies provided in this dropdown. The currencies provided in this drop-down are entered in the Organizational Information during the On-boarding of the customer	Professional/Manager
Is Lead Value Confidential button	The buttons display “Yes” and “No” information. If “Yes” then the Lead Value is not displayed in any notifications or feeds. If “No” then the Lead Value is displayed in notifications and feeds.	Professional/Manager
Project Location	Location of the Project if available	Professional/Manager
Lead Source	Select the Lead Source from a pre-defined list of Lead Sources The following Lead Sources are provided by LeadX Platform Blogging Email Marketing Inbound phone calls Other Partner programs Referrals Social Media Sponsorships Traditional Advertising Website	Professional/Manager
Assigned To	The drop-down displays Self and list of other Professional / Manager Users Lead Generator can select other user’s name and hand over the lead	Professional/Manager
Note	Description section for entering notes associated with the Lead	Lite/ Basic/ Professional/Manager