Introduction To The Leads Module

From Dwayne Wright - Certified FileMaker 9 Developer
www.dwaynewright.com
info@dwaynewright.com
TWITTER: dwaynewright

Here is a sneak peek at an upcoming new module for InBizness SOHO 2.4.

The Leads module is designed to hold business entity information for future customers. So there is an intention that each lead record will be converted to a client, continued to be worked upon for that purpose or closed as not an option to become a client.

For obvious reasons, there are many similarities between the clients module and the leads module. You can have multiple addresses for a lead and multiple contacts listed for that organization. You can define events that you want to track and send stored emails to those lead records.

The Web View tab allows you to see the companies web site, google map and mapquest data. The web viewer area also supports FileMaker 9 layout adjustments and grows in size as the window is expanded.

There is a button to convert a lead to a contact record. So you can track success of a lead marketing campaign and adjust accordingly.

Key Features Of The Leads Module
- Ability to link to multiple modules
- Ability to see multiple linked aspects of Events and Emails
- Ability to see multiple linked staff timecards
- Ability to see multiple linked media file records
- Ability to see linked web site information
- Limited data auditing on record changes
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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2008 - Dwayne Wright - dwaynewright.com

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