When you made a new Lead, from the Request Calendar on the main Dashboard panel, and you click into it to the Lead Window, you can go to the Tab Activity to begin setting Meeting.

- CreateActivity.png (96.23 KiB) Viewed 30757 times
Ensure that the Start and End DateTimes are set in order to let the generated Request appears in the Calendar. Your Description will be prefix with 'Meeting with '+UserName and written to Summary. You can edit further in the resulting Request window.

- GeneratedRequest.png (50.24 KiB) Viewed 30757 times
You can click on that and it goes back to the Lead>Request tab showing it as your second request ticket. This tickets can be closed as normal requests will keep you and your supervisor in the loop. Note that i have changed the colors a bit for clearer viewing. You can change colors at the SystemAdmin > RequestType window.
Next I will look at the mail regime, where as emails been sent out during Mail Campaign can be replied and we want those emails tracked, and their canned responses analysed and help the sales team to plan follow ups.
But i also hit on a new idea this morning:
1. What if when you click on the Dashboard Calendar you are able to generate a Sales Order for that Lead on the fly?!
2. This is how it can be done: You are able to choose a RequestType = Sales Order and put in C= or K= to get the Lead record, P=<Product>, Q=<Qty>,$=<negotiatedprice>
and it will find the Lead record, generate a Sales Order (convert the Lead to Opportunity if isn't so!) under the Opportunity window > Orders tab!
The Request record also has an Order link so that will be used to associate with it. Later an InfoWindow can be created, using Aladdin!:
Name:R_Request,AD_User,C_Order,M_InOut,C_Invoice
ColumnSet:d.IsPaid* (* to mean criteria column in Info Window!)
This Info Window will sieve through tickets to see their orders status whether shipped, invoiced or paid at one glance.
Not only that:
3. When a shipment is done and/or an Invoice is finally settled and paid, the Sales Order ticket will then be closed! In this way the company can keep track of leads, meetings and orders until paid for.