List of paragraphs:
- Leads list
- Creating new lead
- Reviewing lead
- Leads QR code
- 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
- Leads import
- Map of leads
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:
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:
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 Kanban. Select Switch to Kanban:
Entries are interactive, they can be opened or dragged to a different status.
Set which statuses to show in the Kanban 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:
To import leads to Hanna CRM, press this button in leads list:
Select a file (xls, xlsx, scv) - make sure that the first line in your file are titles and below - data without any spaces. 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.
In the Hanna CRM system, the Leads module allows you to see a map of leads. To see the customer'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.