Lead/Opportunity

For existing Company/Agency - Follow Step1 to search Company/Agency to create new Lead/Opportunity
For new Company/Agency - Click here to create new Company/Agency

Step1: Search Lead/Opportunity by Company/Agency Or Select from table below

Select Customer

OR Search By

Step2: Lead/Opportunity Details

Create New/Update record

Lead/Opportunity Name

Is it Lead

Select Contact  

Role of Contact

Opportunity Type

Ad Type

Estimate Value

Start Date

End Date

Sales Area

Priority

Lead Source

Sales Phase

Purpose of Ad

Notes

Opportunity Status

Step3: Go To

Task

Competitive Analysis

What type of ads do they place?

Which newspapers are currently used?

Is there a geographic region they need to reach?

Is there a demographic group(s) they need to reach?

Are there any legal deadlines / timing requirements?

Who currently places this ad?

Other information