Customers

• Introduction
• Customers
• Companies
• Leads
• Opportunities
• Support Tickets
• FAQs
• Customer Attributes
• Customer Types

Manual

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• Content
• Reports
• Settings
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• Video Tutorials

The Leads feature of Lead Commerce allows you to capture and track any leads that come in from your storefront.

Leads are contacts that you have not sold yet. For some businesses, they might have a need to capture leads from a web form. The Leads feature of Lead Commerce allow you to do just that.

When creating web forms using the FLEX theming language, you can specify that form to add the contact information to the Leads subcomponent. For more information on creating custom web forms please see the FLEX theming documentation.

Leads consist of the following sections:

Details:

Customer Type	This is the Customer Type that this Lead is associated to.
Status	This is the current status of the Lead.
First Name	This is the first name of the Lead.
Last Name	This is the last name of the Lead.
Email Address	This is the email address of the Lead.
Phone	This is the phone number of the Lead.
Fax	This is the fax number of the Lead.
Company	This is the Company this lead is associated to.

Addresses:

Name	Full name of the shipping or billing contact.
Status	The current status of this address.
Region	The region selected for this address. The region that is selected will determine the state that is available in the state drop down menu.
Phone	The phone for this particular shipping or billing address.
Address 1	The primary address for either the shipping or billing of this address.
Address 2	The secondary address for either the shipping or billing for this address.
City	The city for this address.
State	The state for this address.
Zip Code	The zip code for this address.
Business Name	This is the name of the business if this is entered in when creating an order in the back office.
Default Shipping Address	This option allows you to specify a default shipping address for this customer.
Default Billing Address	This option allows you to specify a default billing address for this customer.

Opportunities:

This is a view of all opportunities that have been assigned to this customer account.

Segments:

This is a view of all segments that this customer belongs to.

File Upload Section:

File Upload	This section displays all files that have been associated to this category.
Upload Files Button	This button is used to upload one or multiple files to the category from your computer.
Row level Colorbox	If you click on each file that has been uploaded it will open a dialogue window to allow you to make changes to the file name, to display the file in the customer portal and view the full path URL.
File Name	The name of the file
File URL	The full path URL of the file.

History Section:

User	This column indicates which user made the change to this Category.
Action	This column indicates what was done.
Modified On	This column indicates when the change occurred.