Disclaimer - Alliance Digital Repository

54
Leads – The leads section of the application is where a logged in user enters lead
information or updates the information of one of their leads already in the system. To
enter a new lead the user clicks the Enter Lead item in the Lead menu and is presented
with the form seen in Figure 24.
Figure 24 - Enter Lead Page (Darschewski, 2006).
The user is only allowed to see the locations that they are assigned to in the
community location drop down, as well as the markets for the locations they are assigned
to in the market drop down. When entering a lead, certain fields are required; these fields
are indicated by a red asterisk. Depending on the role of the person logged into the
application the user can auto assign the lead or manually assign the lead. If the user is
able to accept leads then they are able to assign the lead to themselves.