20. Lead Management Training Guide - Version 1 Home | FAQ | Full Training Guide     
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20.18 Maintain Lead Types (Corporate)
Purpose of application is to set up lead types or view/update existing ones (e.g. purchaser, real estate agent) at a corporate level. Lead types can be assigned to specific divisions (e.g. Toronto, Houston).
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20.18.1 Reviewing/updating existing lead types
20.18.2 Setting up a new lead type
20.18.1 Reviewing/updating existing lead types
Step Action
1. Open Maintain Lead Types (Corporate) application.
2. Select a model type from the Select An Existing Lead Type drop down list and click .
3. Review/update Lead Type Information and Division Status sections of the form.
4. When you are done, click .
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20.18.2 Setting up a new lead type
Step Action
1. Open Maintain Lead Types (Corporate) application.
2. To set up a new lead type, click .
3. Fill out Lead Type Information and Division Status sections of the form.

FORM FAQ
Lead Type Information
Short Description Enter a short description. This will be the unique ID used to identify the lead type.
Status Select lead type status (e.g. active, inactive).
Long Description Any additional information pertaining to the lead type can be entered here.
Division Status
Select the divisions in which the lead type should be active. By default, the lead type is active in all divisions.
4. When you are done, click .
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Updated April 4, 2013