Leads

List of paragraphs:

• Leads list
• Creating new lead
• Reviewing lead
• Leads QR code
• Creating related entries
• Creating mass task from leads list
• Editing and deleting
• Converting lead to customer and assigning to contact
• Merging leads
• Kanban
• Automatic task when lead status is changed
• Leads import
• Map of leads

Module Leads empowers to manage your potential customers and increases possibility to achieve successful sale. Here you can monitor all activities related to new leads, change the statuses and form sales offer. With a click of few buttons you can easily convert the lead into a customer.

Leads list

Choose Leads to see your potential customers list:

To find a specific customer, use Search tab. To narrow down your list, select needed filters.

Creating new lead

1. To create a new lead, select New record.

2. Fill the lead information, the mandatory fields are marked with *.

3. Specify the lead status and the source.

4. Enter the company name or company code and load the information on the lead from Okredo.com

5. Fill the remaining information fields and save a new record.

Reviewing lead

To review lead, click on ID, company name or name

You will see lead profile:

Leads QR code

To create a lead contact on your phone, hover your mouse over the QR code icon:

The QR code will appear on the screen. Scan it and potential customer contacts will be automatically created on your phone:

Creating related entries

In Lead profile, you can create entries such as:

• Contact persons;
• Opportunities;
• Pre invoices;
• Tasks;
• Attachments;
• Reminders;
• Notes;
• Emails.

In order to create related entry, choose, for example,  Tasks and select New Task:

Describe task and save it. Created task will be available both in lead profile and in Tasks module.

Creating mass task from leads list

In leads list you can create a mass task. Mark leads for which you would like to create a task and press button Actions:

Select Create task:

Describe task and save it. Identical task will be created related to each marked lead.

Editing and deleting

In order to perform editing or deleting, click Actions button.

You can also change lead status in the lead preview card:

Or change it in the main list by clicking on current status:

Converting lead to customer and assigning to contact

Leads can be Converted to customer or Assigned to contact.

Select Convert to customer if you want to create customer from lead. New client profile will be created in module Contacts and potential customer will automatically have lead status Client. If you edit lead status to Client, you will also see an option to convert lead to contact.

You can transfer the history of a lead by converting lead to a contact.

If you select Assign to contact, you will be able to choose from already existing customers to which lead has to be assigned. One customer can have several assigned leads. Lead status will also become Client. 

Press this button in customers profile in order to see its lead or leads history:

Merging leads

You can merge several leads into one. Select the leads you want and click Actions button:

Click Merge button on the right panel and select the main entry:

The lead entry that was marked as main keeps all its records while also filling the blank fields with the information from the merged entry.

Kanban

Leads can be analysed using Kanban. Records are interactive, you can review them or drag from one state to another. Select Switch to Kanban:

Set which statuses to show in the Kanban by using Setup - Leads - Statuses:

Automatic task when lead status is changed

System can create an automatic task when lead status is changed. First of all, create task templates. Then go to Setup - Leads - Statuses:

And indicate which task from task templates list has to be created when lead status is changed:

In this case, every time lead's status will be changed into Contacted, a new tasks about the call will be automatically created in relation to the lead.

Leads import

To import leads to Hanna CRM, press this button in leads list:

Select the import icon and needed type of import (either leads or lead contact persons imports):

Select a file (xls, xlsx, scv) - make sure that the first line in your file are titles and below - data without any spaces. Pay attention to mandatory fields. Choose file and click Parse import file:

Map the fields and press Import. 

If you want the system to create duplicates by specifying which information is duplicated, select the Create duplicate entries with info description. The system checks for duplicates according to the company code, e-mail. mail and phone number.

Read this article to learn how to prepare import file correctly.

Map of leads

Leads module allows you to see a map of leads. To see the client's location, click on Map button in the list of leads.

Leads are displayed on the map based on the addresses entered in their profiles.