ChannelOnline supports the creation of Leads to help manage the customer database. Leads are potential but unqualified opportunities that have been gathered from a trade show, networking event etc., or from associates or customers and hold the potential to turn into a future customer.
From the “Account” Tab on the main page, select the “Create Account” button
A window will display with many fields to populate, one of which is Account Type. Choose “Lead”.
From the Lead Creation page, fill in the minimum information indicated by an asterisk to create the lead.
Additional information fields are available to populate, but not required.
Once saved, the lead will now be available for reference
Leads can be viewed as a group from the main “Accounts” tab and the “Types” tab under “Leads.”
…or from the Dashboard under the “Lead Tracking” module
Revision #:
2 of 2
Last update:
04-22-2025
08:56 AM
Updated by:
