Logging Leads in Vantagepoint

Logging Leads in Vantagepoint

Definition of a lead

A lead is a potential client who has shown interest in our product or service, or an organization who has a known need which we believe we could fulfill with our expertise and has the potential to become a valuable client. The lead is managed according to our lead management process.

Definition of Lead Management Process

A lead management process is a process within a broader Business Development scope that ensures:

leads are captured with the necessary information for the lead to be pursued and decisions to be made,
leads are assigned to appropriate personnel to pursue,
leads are approved in line with business strategy, and
insights are drawn from the data to drive improvements

Logging leads in Vantagepoint

Anyone with access to Vantagepoint can log a lead in the system. A step-by-step guide on how to log a lead can be found here: Business Development