There are a number of potential uses for the Leads list and the conversion process that it utilizes to ensure that Flex database is well managed.
- Purchased mailing list – import into the Leads list and qualify before converting to a Prospective Account.
- Trade Show Business Cards– scan the cards into Excel and then import into the Leads list and qualify before converting to a Prospective Account.
- Web leads – unqualified Web leads can bog down an Accounts list – enter them or import them into the Leads list to qualify before converting to a Prospective Account.
- A quick method of creating a NEW Account, Contact, and Opportunity in one step: The conversion facility within the Lead record will then create these 3 separate items. However, the fields used in the conversion process must be configured in the Advanced Settings.