Getting to Start a Conversation with Leads

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The Start a Conversation page provides the following about a lead:

  • Leads ’s summary details
  • Options to qualify, develop, propose and close the lead
  • See company as well as contact pairing

From the My Open Leads page, you can view lead details to start a conversation. Here’s how:

Step Description Details
 1 Go to the Contacts page To open an Account page, do one the following:

On the navigation bar, click the Main button main_icon.png

Select the Sales, Service, or Marketing work area. The work area name appears in the navigation bar.

main_nav_menu.png

Click the work area name, and then click Leads.

leads_nav.png

The My Active Contacts page opens.

 2 Select an Account On the My Open Leads page, select a lead.

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 3 Go to Contact's Summary panel In Insights summary panel, click the Start a Conversation button to view news, key contacts, and social news feeds.

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 4 Select the Start A Conversation In the Lead Details page, select the Start A Conversation tab to view the important details that you can use to start a conversation and become familiar with the prospect.

contact_select_SAC.pngFollow the instructions in the Getting to Start a Conversation with Contacts to add Facebook, Twitter, Blog and Call Prep questions widgets.

Follow the instructions in the Start a Conversation Actions section to create call reminder, send an email, create a task and schedule a meeting with the lead.

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