CRM

			

Leads

Overview

Leads tab represents potential customers interested in your products or services. The lead management system is an integral part of any CRM software. As leads can come from various sources (website, social media, email marketing, personal contacts etc.) and in great numbers, this is a type of software to keep track of every detail concerning leads and managing them effectively. The main purpose working with leads is evidently turning them into your customers. In this guide, we’ll show you how to use EasyERP for leads management and explain all the functionality.

List

When you open Leads tab it opens in a list view with the whole list of leads representing basic information in chronological order starting from the most recent ones. When you use the system for the first time the list will be empty, you’ll need to start adding leads.

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A bit of visual help is also added in form of small icons illustrating the priority - from low to high with three stages: cold, medium, hot. The example is displayed below.

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Sorting

The list of leads is displayed chronologically and so do data presented in other several columns. The subject field is mandatory for all leads. Other columns are:

  • Priority (low/medium/high);
  • Source (email/google/website/other);
  • Stage (draft/in progress/qualified);
  • Assigned to;
  • Edited by.

You can view and sort the leads depending on the parameter of your choice. Column titles in the top line are all clickable, so if you, for instance, click on Priority you’ll get all leads sorted from low to high priority, or otherwise by clicking once more.

leads sort

In a top right corner, there is a search bar with a variety of filters and possibility to assign favorites so you could quickly find the certain lead from hundreds of entries.

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To aid the search process you can use preset filters: Name, Source, Stage, Salesperson and Created by.

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All filters are customizable and you can even set a default filter for your future searches. For that apply some filter when searching and go to Favorite tab, type in the name as click Use by default.

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New lead

To add a new lead into the system manually simply click New button in the top menu. Then fill in all the available contact information into respective forms - contact name, email, phone, address, Skype etc. You can also immediately assign the lead to a sales manager, link it to the company or the person already in the database, as well as set the source of the lead and priority. Additional details can be added in Internal notes field at the bottom. When forms are filled, click Create, and lead will be generated.

lead new

If you need to delete leads from the database just go to the list, select the lead(s) which you`d like to remove and click Delete button at the top.

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Lead details

To work with a lead on more detailed level move back to the leads list, and click on one. There you can view all the lead information and history as well as move it through the pipeline or delete it. Here you can edit all the information, add notes and tasks, change priority and/or stage, attach files.

Every lead has following features:

  • About section;
  • Convert to opportunity button;
  • Progress bar (stages);
  • Tags;
  • Notes;
  • Tasks;
  • Attachments;
  • History and Followers;
  • Next to it to the left is the list of other leads for quick access.

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About

This section holds key information and most valuable contact data of a lead. Visually it is the section in the center part of a page, vertically placed.

lead sheet

There you have few dropdown selections, like:

  • Assigned to;
  • Priority;
  • Source;
  • Person;
  • Company.

To specify more details you may add the name (title), close date, personal contacts, address, or tags - in respective fields.

Convert to opportunity

One of the main options in case the lead is positive is Convert to opportunity button.

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It takes just two clicks to move the lead up the sales pipeline. You should choose between options of creating a new customer or not and click Create opportunity. Your lead is automatically transferred to Opportunities section, which marks the high probability of a customer coming to your business.

New opportunity

Notes, tasks, history

In top right section Notes, Tasks and History are shown. If you have some important details you are trying not to leave out or forget, you can add a Note by simply typing it in the text field and saving it. The created note will appear in the history with date and time of creation.

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In the same section, you can create a task(s) in Create task tab. You need to select the person whom you want to assign the task to, select the category, set the date and time, add a description for the task, attach the file if needed and press Save button.

new task

All the changes and edits you’ve made throughout the lead management process are displayed in the history section. This log keeps all created tasks and notes, edited lead details, attached files, converts to opportunity.

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Follow

Users are able to trace activities related to any lead in the system, that`s what a green button Follow is for. You may press it if you personally want to follow a specific lead. It is also possible to assign other users to follow a lead activity, for example, a project manager - click Followers link next to the button and add a person from the dropdown list.

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Attachments

You can attach files of any type to a lead. Maximum file size is 10 Megabytes. You can download the attached file by clicking on it. Hovering the mouse over a file name will show delete button.

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Stages

At the top of lead detail page you see a progress bar, marking the stage a lead is on. These stages are:

  • Draft
  • In progress
  • Qualified
  • Cancelled

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All of those tabs are also clickable, so if you want to move a lead to a next stage, mark it as Qualified for instance, you just click on the tab.

Needless to say, all the workflows and key parameters related to leads can be customized to be in line with your specific business environment. You can edit (add, change, delete) sources, stages and priorities for your leads. For that you go to Settings/Workflows, and then to Leads.

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