Leads
Module which include Lead details
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Module which include Lead details
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The Leads module serves as a comprehensive repository for all information related to each lead. It includes essential details such as the lead's name, contact information (including phone numbers and email addresses), company, specific requirements or interests, and the different stages of the lead's journey through the sales pipeline. Phone number is mandatory for adding a Lead in to the module.
Each incoming lead is saved as a record within the Leads module, ensuring that all relevant data is easily accessible and organized. This structured approach allows users to efficiently track and manage their leads, facilitating timely follow-ups and enabling more informed decision-making as they progress through the sales process.
Every incoming lead from every source is saved as a record in the module, making it easy to access and manage. This helps users track their leads, follow up at the right time, and make better decisions as leads move through the sales process. Overall, the Leads module is key for effective lead management and boosting sales.
The lead module get installed with features like , , and , and Reports
The image above shows the Leads Module record view, here you can customize the module fields according to your requirements by clicking on Manage Modules icon next to Module name. You can edit existing fields, create new ones, and modify field validations to suit your specific needs.
Associated Module: Company
Company module is linked with the Leads module through a Lookup field. Whenever a lead is added into the Leads module, the Company Name entered in the Lookup field is automatically added as a new record in the Company module. You can view and edit the company record directly from the Leads module without needing to switch to the Company module. The below image shows how Company module is associated with Leads
Filter views are custom views which can be configured on the CRM table view. The configuration is done by the help of filters. This feature is for easily filter out the CRM records as per the requirements.
The above picture shows the filter views of the Leads module. User can customize it or add new filters.
In Prebuilt, Macro buttons are highly useful in the Leads module for quickly accessing essential information about leads without needing to leave the platform. For example, macro buttons can be configured to search for a lead's phone number directly on Truecaller, allowing users to verify or gather additional contact details in just one click. Similarly, users can use a macro button to search for a company's profile on LinkedIn or look up a company name in a browser. This functionality helps streamline the process of researching leads and companies, saving time by eliminating the need to manually open new tabs and search for information across different platforms. By integrating these quick actions, macro buttons enhance productivity and help users gather the necessary information with minimal effort. You can further customize the macro buttons in desired ways with Connectors also for more automations. eBelow picture shows the Macro Buttons in Leads module
When a new lead arrives from any source , The Key Entry points will be Connectors, Chatbots and workflows. Where the Connector can be easily integrated with any 3rd party Apps like Google forms, Facebook lead ad forms, Google lead ad forms and can manually add with Mini Apps. Workflows adds the newly created contacts into the leads module as new leads.
When a lead is created from any source in the CRM module the lead will add into a Lead Qualifying Chatbot where more details of the leads are acquired from the Chatbot conversation. Simultaneously a record owner and chat is assigned to the lead, then a follow up task is added against the lead record and the lead is added into the Followup Funnel. If the lead is added from any source other than the contact module then the Lead will be added into the Contact module as a new record. All these are done with different Workflows.
In the prebuilt setup, a workflow called Create Lead from Contacts triggers automatically when a new contact is created. The workflow checks if the contact already exists in the Leads module using the filter function. If the contact is not already present, it is added as a new lead in the Leads module. This ensures no duplicate leads are created, and the process is streamlined.
Chat allocation is done by a Workflow called Assigning User for Leads. This allocates an owner to each lead record and sends a notification to the assigned agent about the new lead.
Lead Qualification: This can be done manually or via an automated ‘Lead Qualifying Bot’ that interacts with the lead and gathers relevant information.
Lead Nurturing: Once the lead is qualified, the agent engages in follow-up activities such as sending relevant content, offers, or personalized messages to nurture the lead towards a conversion.
Scheduling a Meeting/Call: If the lead shows interest, the next step is to schedule a meeting or call. This can be managed through the Meetings module where the user can schedule, manage, and track the interactions with the lead.
Presenting the Offer/Proposal: After engaging with the lead, the agent presents a product or service offer tailored to the lead’s needs. This may be tracked in the Deal module, where details of the deal and negotiations are managed.
Closing: If the lead is interested in moving forward, the agent works to convert the lead into a customer. Once price negotiations are agreed upon and payment is completed, the business is completed.
For example, in the Meeting module, if a user wants to know the meetings scheduled for the next week, they typically have to manually select and apply filters each time, which can be time-consuming. However, by using the Filter View feature, the user can create a custom view that automatically filters meetings scheduled for the upcoming week. Once this view is saved, the user can simply click on it to instantly see the list of next week's meetings without needing to reapply the filters every time. This saves time and ensures quick access to the required information. In prebuilt Filter views are created and ready to use for different modules which will help the users a lot. You can also customize and create new filter views.
The Kanban View organizes records based on their stages, making it easy to track and understand progress at a glance. In CRM, views can be created to display records according to their stages or statuses, offering an attractive and customizable way to visualize data. You can drag and drop records from one stage to another, and this action automatically updates the stage field in the corresponding CRM record. This makes updating stages quick and efficient. Additionally, you can customize which fields are shown for each stage, allowing you to focus on the most relevant information for each phase of the lead. The below picture shows a sample Kanban view in Leads module based on the lead stages. You can also customize and create new Kanban views.
This is used for viewing associated modules and the records associated with the modules. You can create the Related List views and can customize it. For example if you want to know the meetings which are scheduled against a Lead you can easily click on the Meetings in the Related list.
