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When the user closes a lead they are presented with the screen in Figure 32. On
this screen the user is required to choose a reason for closing the lead and is urged to
enter any additional information as to why the lead was closed.
Figure 32 - Close Lead Page (Darschewski, 2006).
Users of this application are able to create sales documents for their leads. The
Search Lead Documents item allows the users to find the documents which they created.
This search interface is as intuitive as the Search Leads interface. The user can choose a
community to search, or they can search all communities, and can search on a specific
document type, or all types of documents. Figure 33 depicts this interface.
Figure 33 - Search Lead Documents (Darschewski, 2006).
The results of the search will either indicate that no records were found or will be
similar to the results seen in Figure 34. The user can then click on the lead, click on the
Customer Documents button and be redirected to a page where they can choose the
specific document they want to print, pre-filled with the lead’s information.