Working with Leads

Working with Leads


Leads are the details gathered about an individual or representatives of an organization. They play a very important role in an organization's Sales & Marketing department and are useful in identifying potential customers. Collecting leads and managing them are the initial stages in the sales process. Leads can be obtained through trade shows, seminars, advertisements, marketing campaigns etc. Once the leads are collected, it is essential to manage them and follow them up until the leads qualify to prospective customers. The sales department's approach in managing leads can significantly impact the success of an organization.

The terminology related to lead management may differ across industries, but the basic process remains the same. The Leads module in Client Management System helps you manage your leads. 

Availability

Profile Permission Required: Access to the Leads Tab that includes View, Create, Edit and Delete permissions.

Leads Process Flow in Business


  1. Every unqualified contact/account that you receive from different sources becomes a lead and probably a prospective customer.
  2. Once a lead is generated, the client management  system automatically assigns the particular lead to a sales person, provided the Lead Assignment Rules are defined.
  3. The sales person performs the validation (or background check) of the lead and analyzes the opportunities that are available. The leads are then filtered based on these opportunities.
  4. If the opportunities are positive, the lead becomes a potential or a possible customer (Prospect).
  5. The potentials are either won or lost.

Manage Leads in Client Management System

  1. Customize Lead Details according to your organization's Sales & Marketing processes. Use the existing fields, disable some of the standard fields, change the order of the fields and sections or add new custom fields.
  2. Add leads into you client management account. Set up the lead generation process by using Web Forms to capture leads from your website , import leads or directly add them by completing the lead form.
  3. Assign leads to the correct sales person manually or using the Leads Assignment rules.
  4. Follow-up with the lead until it reaches a certain stage then convert the leads to potential. While converting leads to  accounts, the contacts are created automatically.

Leads Home Page

Click the Leads tab to view the Leads Home page and perform the following operations:

  • The records are displayed in List Views. Define your own Custom views as per your requirements. Some system defined list views are already available, such as Unread Leads, Converted Leads, Recently Created Leads, etc.
  • Mass delete the records by selecting the check boxes corresponding to the records and clicking on theDelete button.
  • Mass email the leads by selecting the check boxes corresponding to the records and clicking on the Send Mail button.
  • Use the Lead Tools option to perform some common operations such as mass transfer, mass delete, set up assignment rules, export leads, etc.

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