Admin Lead Management — Product Tour

Full walkthrough

1. Sell → Leads brings seven tools together: Lead Assignment Rule Engine, Lead Aging, Prospects, Companies, Contacts, Accounts and Opportunities. Prospects captures raw leads; company and contact records become accounts and deal-ready opportunities. Routing rules and aging policies govern assignment and inactivity.
2. View Prospects lists Company Name, Name, Title, Email, Phone, Lead Score, Date Assigned, Created On and Modified On for every prospect. Select a Name to open its record, or use the pencil to edit it.
3. Add, Assign To, Import, Export, Scoring Rules, Bulk Update, Send Email, Delete and Create View manage the pipeline. Search Prospect, Filter and Saved Filters help you find the next record. Assign To routes selected prospects to a user or group.
4. Create View defines the columns and filters for your list. Press Next and we'll open it.
5. Use Add additional fields for filter and Add to choose filter fields. Select fields to display adds columns; Selected columns to display previews them and lets you remove columns. Enter a View name and use Save View to keep your view.
6. Scoring Rules weights campaign engagement. Press Next and we'll open it.
7. View Lead Scoring Rules lists Rule Name, Activity and Score. Each rule awards points for Open Emails, Click Emails or Form Submission activity, and those points add up to a prospect’s Lead Score. Add, Delete and Create View manage the rules.
8. Import loads prospects from a spreadsheet. Press Next and we'll open it.
9. View Imports lists Name, Attachment, Entity List and Auto Update for each import. Add starts a new import, Delete, Send Email and Create View manage the list, and Download Sample Data downloads a sample file.
10. Add creates an import configuration. Press Next and we'll open it.
11. Add Import captures Name, Entity List and Attachments. Auto update shows External ID Name, UPM Field and Has External ID to match existing records rather than create net-new records.
12. Review the sample file before mapping its columns. Press Next and we'll open it.
13. Select and Mapping Fields lists the columns found in test 1. Tick a field such as First Name, Email or City, choose its matching field from the dropdown, and the summary on the right confirms each pairing. Select All ticks every field. Next runs the import and adds the mapped records to View Prospects.
14. Edit, Clone, Delete, Assign To, Send Mail, Convert Prospect and Duplicate Search work from the full record. Duplicate Search checks Company, First Name and Email across Prospects and Contacts together.
15. Prospect Information includes Lead Score 45, Working-Contacted status, Source and Survey Sent. Company Information, Competitor Description, Primary Address, Company Address and Additional Information complete the profile.
16. Lead Score History lists Campaign, Activity, Score and Date; the scores total 45. Campaign Information shows Last Campaign Name, Campaign Status, Status Date and Mailing List Name. Campaign History lists Campaign Name, Status, Status Date and Mailing List, with A — Registered, B — Clicked and C — Opened entries.
17. My Community keeps outreach context on the record. Use Message, Post and Attach file to share updates; two posts capture the team’s conversation.
18. Lead Status History and Prospect Assignment History show status and ownership changes. Tasks lists Task Name, Status, Priority and Due Date; Notes lists Note Name, Category and Created Date.
19. Convert Prospect promotes the person and company into active records. Press Next and we'll open it.
20. Contact Information carries First Name, Last Name, Email and Title from Priya’s prospect record. These values are read-only during conversion.
21. New Account is on, so Northwind Cloud Systems becomes an account. Turn it off to select an Existing Account instead of creating another company record.
22. Save converts the prospect into a Contact and promotes the company to an Account. Press Next and we'll save it.
23. Priya Raman now appears in View Contacts, linked to Northwind Cloud Systems. Each row shows Account Name, Name, Title, Phone Work, Email and Assigned To. Add, Delete, Export, Send Email, Import and Create View manage the list, with Search Contacts, Filter and Saved Filters.
24. Contact Information adds Touch Phase and Account Name to the person’s details. Competitor Description, Primary Address and Alternate Address follow. Account Name links the contact to its company account.
25. Notes, Tasks and Campaign History preserve the conversation. Use Add in Opportunities, review Sales Resources by Touch Phase, and read Contacts Assignment History to see ownership changes.
26. Northwind Cloud Systems now appears in View Accounts after conversion, with its Website, Phone Office, Assigned User ID and Billing Address Country. Add, Export, Delete and Create View manage the list, with Search Accounts, Filter and Saved Filters.
27. Account Information covers Account Name, Account Type, Phone – Corporate, Other Phone, Phone – Fax, Website, Employees (Number), Annual Revenue, Industry Type and Ownership. Billing Address, Shipping Address and Description keep the company profile complete.
28. Contacts and Opportunities connect people to revenue. Accounts Assignment History, Tasks, Notes and Documents keep ownership, follow-ups and uploaded company files on one record.
29. Northwind - SD-WAN Refresh appears in View Opportunities with its Account Name, Sales Stage, Amount, Expected Close Date and Quarter. Add, Export, Delete and Create View organize the deal pipeline, with Search Opportunities, Filter and Saved Filters.
30. Opportunity Information shows Sales Stage as 10 - Closed Won in the ten-stage Sales Stage progression. Opportunity Name, Account Name, Contact Name, Amount, Currency ISO Code, Lead Source, Quarter, Status, Price Book and Expected Close Date describe the deal. Sales Contact Information shows Are you the Sales Rep?, Primary Sales Contact Name, Sales Rep Phone and Sales Rep Email.
31. Add Product(s) builds Opportunity Line Items. Product Name and SKU identify each item; Sales Price × Quantity gives Total Line Item, and Net Line Item shows the discounted value. These products total $21,600 net, matching Amount in Opportunity Information.
32. Tasks, Notes and Opportunities Assignment History track deal activity and ownership. Quotes, Sales Orders and Invoices carry the commercial trail through fulfillment and billing.
33. Register your Deal is enabled because this opportunity is 10 - Closed Won. It promotes the opportunity to a Registered Deal for vendor approval.
34. Sell → Leads → Lead Assignment Rule Engine lists territory routing rules by Name and Groups. Add opens a new rule. Press Next and we'll open it.
35. Lead Assignment Rule Information collects Name, Lead Source, Access Type, Assign To, Country and State, all required, plus an Is Active switch. Country, State and Lead Source define which leads match; Assign To and Access Type set where they go.
36. Save adds this territory rule. Press Next and we'll save it.
37. View Lead Assignment Rule shows the saved configuration. When a created or modified lead matches Country, State and Lead Source, routing assigns it automatically. Multiple rules can cover different territories, partner types and sources.
38. Sell → Leads → Lead Aging lists Lead Configuration Rule Name, Assigned Group, Country, Valid From Date, Valid Until Date and Active. Add, Assign To, Create View, Search and Saved Filters manage the list.
39. Lead Configuration Details shows Lead Configuration Rule Name, Assigned Group, Valid From Date, Valid Until Date, Country and Active. Yellow and Green thresholds show when an idle lead needs attention.
40. Lead Revoke Rule(s) (2) lists Rule Name, Revoke After Days and Action. Idle lead reminder uses Notify after 7 days; Return to unassigned inbox uses Revoke after 14 days. Add opens a rule with Reassign, Notify or Revoke as its Action. That completes Admin Lead Management: capture and score prospects, import and convert leads, connect contacts and accounts to opportunities, route by territory and reclaim inactive leads.

Questions about this tour

What does the Admin Lead Management tour cover?

This 40-step admin tour follows Sell → Leads through prospects, scoring rules, bulk import, conversion to contacts and accounts, opportunities with product line items, territory assignment rules and lead-aging revocation.

What happens when an administrator converts a prospect?

The conversion carries the person into a Contact and promotes the company to an Account, or links an existing account. Sandbox record Priya Raman becomes contact lc-2041 at Northwind Cloud Systems.

How do routing and aging rules manage leads?

Assignment rules match country, state and lead source to an assignment destination. Lead-aging policies use valid dates and thresholds; revoke rules choose Reassign, Notify or Revoke after a configured number of days.

How long does the ZINFI Admin Lead Management tour take?

About 13 minutes at a normal pace — 40 guided steps through the Admin Lead Management module, part of the ZINFI Unified Partner Management (UPM) platform under the Sell pillar. The tour is self-paced and can be left and restarted from the beginning.

Do I need an account to take the Admin Lead Management tour?

No. There is no sign-up and no demo call. The tour runs in the live interface on sandbox records, so nothing you click changes real data, and you can exit at any step.