Managing your leads: Organizations, Contacts, and Activities

The ClientSpace Organization lead management system is a sales focused module, enabling salespeople to organize potential clients much as you would in a Rolodex system. However, Organizations use Salesforce to automate their processes, providing calendaring functionality, task management, email automation, and much more.

This section provides an overview of the Organization detail record and associated Org Other Info record. The records help salespeople manage accounts, leads, opportunities, and customer interactions while helping management generate more accurate forecasts and gain better insight into sales opportunities. The organization detail record is a contact card for storing detailed information about a prospect such as name, address, phone, fax, website, and company data as well as several fields for tracking the prospects progress through the sales workflow.

Review the following topics to learn about managing your leads.

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