Lead Summary

Use these instructions for viewing and modifying the Summary Segment of a Lead.

1. Locate Summary in the segments drop-list.

2. The Summary segment is divided into sections, with each section displaying general information such as the Lead’s name, Account Managers and Recruiter.

   

3. The Lead’saddress, phone numbers, website and job board site.

   

4. The Lead’sservice level and employee counts, company status, credit status, record status and key account flag. If the Key Account option is selected this prospect is considered a high priority account.

   

5. The next section displays information on the Lead’s Industry and Skills they use.

   

6. The last two sections display date based information, source, division / branch, record # and role.

   

7. Click on the Edit button to modify the Lead’s Summary information.

   

8. Fields with icons are modified via specific workflows and fields marked in red are required to save changes to the segment.

   

9. Click Save to keep changes or Cancel to discard.