🚩 Create a New Lead
1. Click on Sales
2. Click on Active Inquiries
3. As you begin Creating an Inquiry for a new Lead or a new customer
4. You may not find them in this drop down list. Click on Create a New Company at the end of the drop down
5. A new drawer will open up that allows you to enter all essential details of the new lead without having to move away from the Inquiry.
6. Enter the basic details
7. Incase you have multiple team members working on logging leads, the duplicate validation will ensure a team member is alerted if someone has already entered that lead before, therefore preventing duplicate data entry.
8. Enter all the essential details and additional details that you have.
9. Such as the Name, country, Company group & Company type
10. Unlike existing customers Sales Person may not be connected to this new lead, add row under Sales Team Details is a great place to indicate that.
Note: This allows the right person to be associated with lead in incentive/ commission based programs.
11. You can add the Address of the new lead if its available at this stage (although its optional at this stage)
12. Keeping contact details of POC for the lead always helps
13. Here's a sample
14. Click on Save on to right corner of the drawer
15. On Inquiry form you will see the tag beside the name as 'Lead Created'
16. Continue to fill up the rest of the details and Create Inquiry
Click here to see how to create a new Inquiry
🚩 Viewing All Leads
Here's how you can see all of the leads in same place
18. Click on Menu
19. Click on Network
20. Click on All Companies
21. Click on Add View
22. Click on Create new view
23. Check all the columns you would like to see for the leads in your view. Here are some basic ones that we suggest, name your view, in this sample we are using 'All Leads'
24. Click on Save View
25. Click on Filter
26. You will need to set two filters to see this accurately. In first one set 'Is Customer Equals No'
27. Click on Add more filter
28. On second filter set ' Is Lead Equals Yes'
29. Click on Apply
30. To ensure your these filters are saved on view, click on Columns
31. Click on Save View
32. You can search your Lead from this list
33. Clicking on the lead will open up this space that allows your team members to add all necessary details required to convert this to a customer. You will be able to manage all customer level settings from here.
34. You will see that all of the details that you had filled in earlier from Inquiry page will automatically be populated, you may add or change from here as needed.
