Leads are a great way of managing a lot of business opportunities where little or no contact has yet been made. Leads can be converted to companies when they become more important. (Companies can have multiple contacts and opportunities).
Leads are flexible in that the only required field is the Lead name. So you can add leads with minimal information, then add more information later. You can also add leads quickly from the mobile menu when out of the office – captured live into your system.
The essence of a Lead is captured by three fields:
- Lead name
- Status (Unknown, Cold, Warm or Hot)
- Notes (some text)
- Date of next action
A range of other information can be added to a Lead as it becomes available.
Please Note: When you open the Leads List page, Leads are sorted with the oldest Next Action Date at the top and future Next Action Dates further down. It is envisaged that most users will start at the top and work down the page based on the Next Action Dates.
If you work with many Leads, they will need to be classified in order to group them for different campaigns.
Lead Types and Industries can be configured by System Administrators in Settings and provide effective ways of grouping leads.
The Status field is a way of grouping, with Warm and Hot status being the Leads of greatest interest.
Tags are an additional, flexible way of grouping Leads. Note that when you start typing a Tag, a list of similar Tags will display that you can select. Press Enter to add a new Tag after typing its name. (Note, you don’t need to Click the Save button to save the Tags).