20. Lead Management Training Guide - Version 1 Home | FAQ | Full Training Guide     
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20.14 Maintain Lead Ratings (Corporate)
Purpose of application is to set up new lead ratings or view/update existing ones (e.g. lost buyer, prospect archived) at a corporate level. Lead ratings can be assigned to specific divisions (e.g. Toronto, Houston).
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20.14.1 Reviewing/updating existing lead ratings
20.14.2 Setting up a new lead rating
20.14.1 Reviewing/updating existing lead ratings
Step Action
1. Open Maintain Lead Ratings (Corporate) application.
2. Select a lead rating from the Select An Existing Lead Rating drop down list and click .
3. Review/update Lead Rating Information and Division Values sections of the form.
4. When you are done, click .
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20.14.2 Setting up a new lead rating
Step Action
1. Open Maintain Lead Ratings (Corporate) application.
2. To set up a new lead rating, click .
3. Fill out Lead Rating Information and Division Values sections of the form.

FORM FAQ
Lead Rating Information
Lead Rating A unique ID used to identify the lead rating.
Short Description Enter a short description.
Status Select a status (e.g. active, inactive) for the lead rating.
Long Description Any additional information pertaining to the lead rating can be entered here.
Default Send Correspondence
Division Values
Send Correspondence
Status To activate the lead rating in a division, select that division's check box. By default, the rating is inactive in all divisions.
4. When you are done, click .
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Updated April 4, 2013