The Lead Analysis is a configurable drop down list featured on a lead record. The purpose of the Analysis drop down is to help categorise your sales leads in addition to the Lead Type drop-down & improve reporting. For example your business may operate in different sales areas/product groups & it's important to be able to differentiate these types of opportunities.
In order to configure the Lead Analysis within the CRM, you must have the correct level of authority attached to your CRM login. If you do not. then please contact the Customer Services Team or the Key CRM user within your business.
To edit your Lead Analysis, click on the settings icon in the bottom left-hand corner.
Once within the Settings Centre, navigate to the Sales section & scroll down until you reach the Lead Analysis configure option.
By selecting the 'Click here to Configure' link the Configure Lead Analysis window will open. Within this window all of your current Lead Analysis will be listed. To add a new one click on the + icon in the top right-hand corner.
You will now be able to start filling out information about your new Lead Analysis. The description should be relevant for all CRM users & helpfully summarise the Lead Analysis. Once happy with the information entered click 'Create' & your new Lead Analysis will be created.
To obsolete any old Lead Analysis, click on the pencil icon next to the required Lead Analysis & click 'Obsolete'.