General Application Functions > Move Management Setup > Product Setup

Lead Type Setup

Mover’s Suite Administration > MMS > Lead Type

 

Define the type of leads that a salesperson can select from within MoversSuite.

 

Fields appearing in red are required when adding new records for the particular setup area.

 

Lead Type Field

Description

Lead Type

Enter description for the type (up to 20 characters) to be available from within the MoversSuite > New > Sales Lead > Lead Source field.

MoversSuite provides the following default values:

Yellow Pages

Referral

Other

If leads are integrated with IGC Software for data exchange, then the description should match that supplied by IGC Software exactly.