Lead Areas of Interest
Index
Lead Areas of Interest-Search Criteria/Grid
Lead Areas of Interest-Details Page
Lead Areas of Interest-Create

Additional Information
CRM Areas of Interest

The Lead Areas of Interest view allows you to assign an Area of Interest to each Lead. Each Area of Interest code is associated with a product, product line or service offered by your company. With the Area of Interest code assigned to the Lead record, you can create lists of Leads that can be used as the basis for marketing campaigns targeting Trade Shows, product specials or discounts, etc. Area of Interest codes are maintained in the CRM Areas of Interest view.

Note: The ability to create and update information in the Lead Areas of Interest view is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in the Lead Areas of Interest view. For more information, see Role Master-Permissions.

Note: You cannot edit the Lead Areas of Interest information on either the Search Criteria/Grid page or on the Details page. If a record was created in error or the Area of Interest has changed for the Lead, you must delete the record and create a new one.

The following fields are available on the Lead Areas of Interest and are based on the order in which they appear in the grid on the search page:

  • Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all Account/Areas of Interest records.

  • Lead Key - displays the Lead Key assigned to the Lead Area of Interest record.

  • Lead Name - displays the Lead name associated with the Lead Key.

  • Address 1 - displays the first line of address information for the Lead from the Lead Master.

  • Address 2 - displays the second line of address information for the Lead from the Lead Master.

  • Telephone - displays the telephone number for the Lead from the Lead Master.

  • CRM Areas of Interest - displays the Area of Interest assigned to the Lead. Note: A Lead may have multiple Areas of Interest.

For information on the functionality of each button on the Lead Areas of Interest Search Criteria Results/Grid page, click here.

 
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