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Complete and verify lead documents
When to use it
Use this guide when you need to complete and verify lead documents.
Before you start
- Open Lead from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The lead’s business information and document verification status are recorded.
Lead actions change prospect details and follow-up history. Conversion creates the customer handoff and limits further lead edits or deletion.
Steps
- Open the lead details and check the identity and business information section.
- Enter the KRA Pin and postal address, and use their Save controls. Upload the requested business documents.
- Use View to inspect an uploaded document. Remove only an incorrect document.
- If you have approval access, use Verify for the information you have checked. Review the completion indicators.
Screenshot to add: Lead: complete and verify lead documents. Capture filename: images/complete-and-verify-lead-documents.png.
Restrictions
KRA PIN means the business’s tax identification number. Uploading a document and verifying it are separate actions. Verification needs approval access; do not verify unread documents.
If something went wrong
After an unclear field save or upload, reopen the lead and inspect the saved value/file before submitting it again.
For wrong KRA PIN or postal details, correct the supported field and use its Save. For a wrong document, use the available removal/upload controls and have the verifier inspect the correct file before Verify.
If incorrect evidence was verified or used for conversion, give Sales and the verifier the lead/customer reference and correct document. Changing a file does not undo the verification decision or customer conversion automatically.
Check the correction
Open the saved document and check the lead's information and verification indicators. Review any resulting customer setup with Sales separately.