Leads
The Leads page is accessible by clicking on the "Leads" in the main navigation bar on the top of the screen.
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There are three pages dedicated to leads — one main page and two subpages. They all show leads but with different filtering.
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A lead or a prospect is an individual who might become your customer, but currently is not. They are usually converted into accounts, contacts and opportunities.
Add a new lead
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A new lead can be added from either one of the subpages. |
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Click on the "+ Add" button to open up the form,
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populate the data and press the "Save" button on the bottom right corner.
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The rating field is incredibly helpful as it allows you to see which leads are qualified as good leads. |
The typical process of handling a lead after it is inserted in the system is for the assigned salesperson to follow up on the lead. This salesperson can contact, and further qualify the lead.
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Try to retrieve as much relevant lead data as possible. It will help you create interesting charts, such as leads per country or leads per industry. |
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Fill in the lead’s personal or company twitter profile. This allows you to see, directly in the lead record, a list of latest tweets from that profile. |
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You can create notes, events and tasks for a lead. |
Converting the lead
A lead should be converted when there is a sales opportunity.
You have two options:
- Convert this lead into an Account
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This creates an account and a contact for the lead. Use it when a lead shows some interest but its not exactly clear what the sales opportunity will look like.
- Convert this lead into an Account and Opportunity
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This creates an account, contact and an opportunity for the lead. Use it when a lead shows interest, and we already have enough info about the sales opportunity.
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When a lead is converted, the generated Contact is set as the primary contact for the account. |
Tips for determining a lead rating
If a lead shows commercial interest, such as a request for pricing and the lead’s location matches the region your business targets, this lead could be considered a 5 star lead.
If a lead performed some additional interactions, such as going through a demo, they could be considered a 3 star lead.
If a lead contacted you regarding, but it’s clear that there is no explicit business intention, it can be considered a 0 star or a 1 star lead.