Leads are potential new or existing contacts or Companies that have an investment opportunity associated with them. In other words, a lead is a potential seller who must be qualified or disqualified as an investment opportunity. The Lead object in Engage allows you to store the needed information about a potential seller or owner. From there, when a lead is qualified, it can be converted to an Investment Opportunity, and then into an Investment record.
To access Leads go to Menu > Investment Pipeline > Leads. You will see a list of Lead - Investment Pipeline, which is filtered to show Deals related records, or other views that you or your firm create. Each view is searchable, sortable, and filterable. To view specific details of a company, click the Name.
Action Menu Includes
- Qualify
- Disqualify
Lead Menu
- Summary
- Details
- Administrative
- Related
Lead
- Topic
- Investment Pipeline Type
- Priority
- Company
- First Name
- Last Name
- Job Title
- Mobile Phone
- Business Phone
- Home Phone
- Lead Warmth
Lead Information
- Lead Source
- Initial Net Worth Est.
- Initial Projected Investment
- Lead Owner
- Administrative Owner
Summary
- Description of the Lead
Last Contacted
- Last Contact Type 🔑
- Last Contacted By 🔑
- Last contacted Date 🔑
Activities Plus
- Underlying Activities
Details
Contact Method
- Preferred
- Follow Email
- Bulk Email
- Phone
Marketing Information
- Source Campaign
- Marketing Materials
- Last Campaign Date 🔑
Administrative
- Created By 🔑
- Created on 🔑
- Modified By 🔑
- Modified On 🔑
- Owner
- Lead Type
Related
Find more on creating a lead and qualifying a Lead here. Learn about the Lifecycle of a Prospect here.
