1. “Leads” is sales opportunity (company or individual) gathered from multiple resources during the marketing process. For example: Exchange of business card during an occasion or seminar. The individual may be your customer.
2. When you are in CRM module, place your cursor on "CONTACT BOOK" and select "Leads" then click "Add New".
3. Click on “Add New” and you can add new “Leads”.
Please fill in “lead” information required.
A | In “Lead Information”, you can add information of lead like title name, position, email, mobile phone and etc. |
B | In “Company Information” you can add company information of lead. |
C | In this section, you can choose: “Lead Source” – Means that, where did you get the leads. “Lead Status” – Means that, what is the current status of leads. For example new, open or closed. “Lead Type” - For “lead” section, there are 3 categories: Hot, Warm, Cold. You can choose the “Hot” category for prospect who really wanted to purchase your product, “Cold” for potential customer who does not give good response while “Warm” is for customer who shows moderate interest.
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Note: Keep in mind that you must complete in all field marked *
4. This is the view once you click COMPANY INFORMATION tab’s. Here you can key in information like address, phone number and website.
5. Once new lead is added, you can view the following display after clicking on the “VIEW LIST” button.
6. You could also convert your lead to account if the lead has become your customer. You can click on the “details” button to “convert lead to account”. You could also click on the “edit” button to amend information about the lead. Click the “delete” button to erase the lead. Below is the example when you click the details button
Description:
A | Click on this button to convert “LEAD” to “ACCOUNT”. Note: “LEADS” can be converted to “ACCOUNT” once you found out that the prospect has a potential to carry out sale and purchase transaction with your company. |
B | Click on this button to amend information about your lead. |
7. After converting “LEAD” to “ACCOUNT”, please go to “Back To List”. You may refer the picture below:
Descriptions:
A | Click on this button to filter information base on your requirement. |
B | Click on this button to view complete details. |
C | Click on this button to edit data. |
D | Click on this button to delete related data. |
- You also can lead the potential customer that you met during your marketing activities. Which is, they may be interested or not interested with your products or service?
8. You can click the button “ASSIGNED TO ME”.
9. After that, you will see this page. If you want to assign more, you can just click the button “ADD”.
10. If you want to import lead from external file such as excel or paste into the system or to upload lead you just can click the button like in the picture.
