The powerpoint presentation focuses on the top five features of Sales CRM LeadPrime.

1. Top Five Features of LeadPrime

2. How to create a lead in
LeadPrime ?

3. • In the ‘create a lead’
page, two options are
available - Individual
and organization.

4. • Fill in the information
about the lead under
tabs on the left side
with icons.
Then, click on save.

5. • Fill in the ‘Custom
lead attributes’ details
as it is a mandatory
field.
And, then again click
on ‘save’.

6. • Hurray!!! You have
successfully created a
lead now.
It can be viewed
under ‘My Leads’ tab.

7. • Click on ‘View
Details’ and all
information about the
lead is displayed in
one page.

8. How to ‘import leads’ in
LeadPrime?

9. Import leads from
Excel sheet
• On clicking ‘Import
leads’ tab, two options
are displayed – Excel
and Gmail.
• In Excel, mandatory
fields & excel file are
selected. Then, click on
‘import’.
• The ‘imported’ leads
can be viewed under
‘My leads’ tab.

10. Import leads
from Gmail
• In Gmail, after
filling in the
mandatory details,
click on ‘continue’.
• The imported leads
can be viewed
under ‘My Leads’
tab.

11. How to ‘export leads’ in
LeadPrime ?

12. • In ‘Export leads’,
selections are made
under ‘basic
requirement’, ‘lead
attributes’, ‘lead
requirements’ headings
and then ‘export’ can
start.
• The exported leads are
saved in an excel sheet
on the desktop.

13. • On selecting ‘Team
leads’, a user can
export leads of other
users.

14. How does ‘Email sync’
functions in LeadPrime?

15. • In ‘Home’, click
on the menu bar and
three options are
displayed – My
profile, settings and
logout.
• Click on ‘My
Profile’.

16. • ‘My Profile’ page
comprises of ‘Email
configuration’ box.
•Click on ‘Add
account’.

17. • Fill out the necessary
details under and click
on save.
Now, you are all set to
receive your personal
email communications
in your LeadPrime
Inbox.

18. • Go to Email tab via
Homepage, click on
the desired option
like ‘compose mail’.

19. • Fill in the details
and click on
‘send’.
Pls note –
when you click
on ‘To’, the
contact needs to
be selected from
the address book
as manually
entry is not
permitted.

20. How to manage ‘Campaigns’ in
LeadPrime?

21. • In the ‘Campaigns’
tab, the page
displays three
separate headers –
campaigns, create
campaigns and
search box.

22. • In the ‘Create
Campaign’ box,
after filling in
mandatory data ,
click on ‘save’.
• A campaign has
been successfully
created.

23. • Now, the newly
created campaign ‘Free
check ups’ can be
viewed in campaigns
box.

24. How to assign ‘campaign’ to a
‘lead’ in LeadPrime?

25. • Click on ‘view
details’ of a desired
lead and assign a
campaign to it.

26. • Click on Edit lead
when the
information page
opens.

27. • Click on
‘Association details’
abs select the
desired ‘campaign’
from the campaign
drop drop down
box.
•Then, click on
‘Save’.

28. • Now, the lead has
been assigned ‘Free
check ups’
campaign.

29. Understanding ‘Adhoc report’
feature in LeadPrime
It allows end users to easily build their own reports and
modify existing ones. In LeadPrime, this feature
generates reports that are able to fulfill individual
information needs which allows the end users to do
desired information analysis.

30. • In Homepage,
click on
‘Dashboard’ two
options are
displayed –
‘Dashboard’ and
‘Ad hoc report’
• Now, Click on
‘Adhoc report’.

31. • ‘Ad hoc report’ page
comprises of boxes with
headings such as ‘All
fields’, ‘Filter Fields’,
‘Row Fields’ and
‘Column Fields’.
• Select the desired
option/s as per
requirement for ‘Row
Fields’.

32. • Now, select the
desired options for
‘Column Fields’.

33. • In ‘Select filters’,
varied options are
displayed like ‘select
table’, ‘select
operator’, ‘select field’.
•Then, click on ‘OK’.

34. •After saving all the
selections, the
customized report
can be reviewed
either in PDF or
excel sheet.

35. •After the reviewing
is done, the report can
be saved after ‘report
name’ and
‘description’ is filled
in.

36. • Now, to view the saved report, click
on ‘user reports’.
• On clicking ‘user reports’, a box
opens with names of different reports
in a tabular format.

37. Dashboard reports –
They are pre defined
report which are
already existing in
LeadPrime and no
changes can be made
in the present
available parameters.

38. Click on Dashboard icon, and the user will be directed towards the ‘dashboard
reports’ on the left side of the page which is divided in two sections–
operational reports and summary reports.

39. Thank You