Under the term Lead, think of every potential customer at the initial stage of their interest in your product or service. Leads are used in Raynet when you do not want to record the interested party in the Clients directory yet. For example, you need to first decide whether it is a relevant business opportunity.
You convert a Lead to a Client or a Contact Person as soon as it is clear that the Lead will become a business opportunity. At the same time, you can also create a Deal and Project during the conversion. How to do this will be shown in this article. All types of converted records will also transfer Tags from the original Lead.
A converted lead can no longer be modified, merged, or have its links changed. You will then need to work with the Client or Contact Person to whom the Lead was converted.
Converting a lead
Client and Contact Person
If you know the name of the company and the specific person for the Lead, you can create a new Client and immediately add a Contact Person to it. If you do not know of any Contact Person, just create a new Client. Similarly, you can convert a lead only to a Contact Person without linking it to any Client, or directly connect the contact to a Client (either existing or new).
Deal
You can also create a Deal (or link the Lead to an already recorded Deal) for the Client (or Contact Person).
Creating an Activity
Similarly, you can create any Activity. For example, that you need to contact the Client tomorrow. No business opportunity will slip away from you.
Creating a Project
The option to create a Project simultaneously will only be available if you have activated Projects in the Settings and checked the box “Create a new Deal simultaneously.” Choose this option if you are creating a Deal that is the first in a series of similar Deals that you want to keep all in one place - in one Project.
TIP: When converting Leads to Clients or Deals, you can use the transfer function Optional Fields. For these fields to be transferred correctly during the conversion, they must be completely identical in both Leads and Clients or Business Cases. It is therefore not enough to use only the same field type (e.g. Date, Dropdown, Large text field, etc.) and the same field name — the panel in which the field is placed must also have the exact same name.