Overview

The Lead Profile Comprehensive View in the Opportunity module allows you to access and edit lead details directly from the Opportunity module without needing access to the Lead Manager. This feature streamlines lead management, ensuring seamless updates and improved efficiency.

• Full Lead Profile Access: Users can now view and edit lead details directly from the Opportunity module, without requiring access to the Lead Manager.

• Seamless Editing: Whether you need to update lead details or add new information, the
  comprehensive view ensures quick, hassle-free updates.

• Tailored for Users without Access to Lead Manager: This functionality addresses the specific
  need for accounts to manage lead profiles effectively within the Opportunity module.

This feature enhances efficiency by allowing users to manage lead details seamlessly within the Opportunity module.

Plan & Permissions

• Account Level Permissions:The account level permission should be enabled for:

• "View Lead Details on Opportunity"

• "Edit Lead Details on Opportunity"

• User Level Permissions:The user level permission should be enabled for:

• "View Lead Details on Opportunity"

• "Edit Lead Details on Opportunity"

Step-by-Step Guide to View Lead Details on Opportunity

1. Navigate to the Opportunity List

• Go to the Opportunity module from the side menu.

• Select Opportunity List.

2. Select an Opportunity

• Select an Opportunity from the Opportunity List to view its detailed Opportunity Profile.

3. View Lead Details

• Navigate to the Lead View section within the Opportunity Profile.

4. Edit Lead Details

• Click the Edit icon to modify lead information from the Opportunity module.

• Update necessary details and click Save button.

• The changes will be automatically reflected in the Lead Profile Details.

Points to Keep in Mind

• Lead sections are based on Profile Section configuration from Manage Registration Field.

• Field configurations align with Manage Registration Field settings.

• Upload-type fields from Lead Manager are also supported in the Lead View on Opportunity.

Key Benefits

Seamless Access and Editing

• View and modify lead details within the Opportunity module without relying on Lead Manager.

• Saves time and enhances productivity by streamlining lead updates.

Data Consistency Across Modules

• Changes made in the Lead Profile View automatically update across all relevant modules.

• Reduces errors from manual data synchronization.

• This feature is essential for users who primarily work within the Opportunity module, ensuring they have all necessary lead data at their fingertips.

Conclusion

Lead View in Opportunity Module enables teams to access essential lead details without leaving the Opportunity module, reducing dependency on other sections.

• Improved Accessibility: Provides direct access to lead details for teams working within the Opportunity module.

• Enhanced Efficiency: Reduces the need to switch between modules, streamlining opportunity management.

• Better Engagement: Enables teams to interact with leads more effectively, improving client service.

This feature ensures a smoother workflow, allowing teams to manage opportunities more independently and efficiently.