žList of paragraphs:
- Leads list
- Creating new lead
- Reviewing lead
- Creating related entries
- Creating mass task from leads list
- Converting lead to customer and assigning to contact
- Kan ban
- Automatic task when lead status is changed
Module Leads empowers to manage your potential customers and increases possibility to achieve successful sale.
Choose Leads to see your potential customers list:
To find a specific customer, use Search. To narrow down your list, select filters.
- To create new potential customer, go to the list and choose New Lead;
- Insert details:
- Press Save.
To review lead, press on the company:
You will see lead profile:
In Lead profile, you can access:
- Pre invoices;
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.
From leads list you can create a mass task. Mark leads for which you would like to create a task and press button Actions:
Select New mass task:
Describe task and save it. Identical task will be created related to each marked lead.
In order to edit lead, choose review and click Actions > Edit:
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 Customers 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.
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:
In order to delete lead, use Actions menu:
To delete lead, also go to review and click button Actions:
Leads can be analysed using kan ban. Select Switch to kan ban:
Entries are interactive, they can be opened or dragged to a different status.
Set which statuses to show in the kan ban by using Setup> Leads> Statuses:
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:
Lead status and Source settings are available here.