A lead is a person or business who may eventually become a customer. Leads are the central part of the lead management module that binds all other functions together.
Our first step is to Add a new lead - here we will specify all the details pertaining to the prospective customer (Owner, Pipeline Statu, Source, etc.). The information added here will also be used when converting a lead to a customer.
Full name - name and surname of the lead;
Pipeline status - status of the lead (stage in the process);
Owner - administrator that will be responsible for the lead;
Phone number - contact number(s) of the lead, multiple numbers supported and separated by comma
Email - email address(es) of the lead, multiple addresses supported and separated by comma
Source - where/what/how the lead obtained/received/gained interest or information about your company;
Partner - partner the lead will belong to in the list of partners;
Location - location the lead will belong to in the list of locations;
Persons interested in signing up for a subscription can also be referred to the customer portal where, they can sign up by means of a registration form with relevant details required to contact them.
The leads list is where we'll find a complete list of all My leads (default view) - these are the leads which the current administrator is responsible for.
However, you can to change the list of leads to display, by selecting a category from the drop down list to view specific leads thereof. We also have the option to filter leads according to several fields in the filter tab (click on
Next, we can view a lead by clicking on their
ID - this will open the lead page, where all the details relevant to the lead can be defined or edited.
In the leads information page, all details will be entered as per a normal customer except information regarding to a service.
Lead specific details:
Score - a scoring function that can be used to score leads based on popularity;
Pipeline status - status/level in the process the of lead (statuses can be customized in
Config → Leads → Leads pipeline);
Owner - administrator who is responsible for the lead;
Source - where the lead originates from or discovered the product/company.
All changes made to the selected lead can be viewed in the recent activities tab at the bottom of the page. Where comments can be added with customizable icons/color schemes.
In the Actions drop-down list found in the information page of the selected lead, we can access the following functions:
Our main objective for the Leads module is to achieve converting prospective customers into subscribers of our services.
We can choose to convert leads to customers by accessing the actions tab and clicking Convert .
This will initiate the conversion process, consisting of three steps.
create active customer and invoiceor
create inactive customer and proforma invoice. We can choose to complete the conversion within this step by clicking convert now, skipping the services step, or continue to add services existing on the customers quote.