You can perform lead tracking by monitoring the document flow for a direct mailing to see whether any follow-up activities or sales documents have been generated.

You must be in the Change Direct Mailing screen.

Depending on what you have entered in the direct mailing, the system displays the following information:

• The direct mailing, recorded in the system as a sales activity
• The sample enclosure, recorded as a product proposal
• The documents relating to the free-of-charge delivery of the sample enclosures
• Follow-up telephone calls to each recipient, recorded as sales activities