Leads

List of paragraphs:

Module Leads empowers to manage your potential customers and increases possibility to achieve successful sale.

Leads list

Choose Leads to see your potential customers list:

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

Creating new lead

1
To create new potential customer, go to the list and choose New Lead;
2
Insert details:

3
Press Save.

Reviewing lead

To review lead, press on the company:

You will see lead profile:

Creating related entries

In Lead profile, you can access:

  •          Contacts;
  •          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

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.

Editing

In order to edit lead, choose review and click Edit:

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 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:

Deleting

In order to delete lead, use  Options menu:

To delete lead, also go to review and click button More:

Kan ban

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:

Lead status and Source settings are available here.

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