3.2 - Features within Lead

Within a Lead, there are fields that are essential for tracking and managing Leads. 

  • Name and contact details (email, phone, website)

  • Company information (if relevant)

  • How they found you (lead source)

  • Their specific interests or requirements (products/services)

Additionally, we have created custom fields for HPT including: 

  • Telcom Program

  • Funding Program

  • Funding Award Amount

  • BABA Compliance 

Within the Lead Details page, you can track all activity related to a Lead. This includes email communication and outreach, internal comments, notes, and tasks relating to the Lead. Everything within the Lead can be viewed by members of the sales team.