This article helps you efficiently capture, track, and nurture potential customers throughout the sales pipeline — ensuring timely follow-ups, effective engagement, and successful conversion of leads into clients.
Make sure to complete all the steps below to set up your lead management process and streamline your customer acquisition journey.
Here's an elaboration on the purpose of each setup step:
- Step 1. Manage Lead Name: Rename “Lead” to a preferred term (e.g., Opportunity) across the system for consistent terminology in all modules and records.
- Step 2. Lead Source: Track where leads come from, measure channel performance, and optimise your lead generation strategy.
- Step 3. Lead Workflow: Define and manage each stage from lead creation to conversion. Track progress, take timely actions, and ensure consistent, efficient lead handling.
- Step 4. Lead Workflow Details: Understand the workflow stages to monitor, nurture, and convert leads effectively through a structured process.
- Step 5. Add a Lead: Create new leads to capture potential clients. Stay organised, follow up promptly, and boost conversions through consistent engagement.
- Step 6. Leads Landing Page: Access all leads in one view. Review key details such as name, address, source, and lead owner for quick management.
- Step 7. Lead Summary – SMS: Send SMS messages directly to leads from the system to communicate quickly and efficiently.
- Step 8. Contact Leads: Manage lead relationships and maintain up-to-date contact details to strengthen communication and drive conversions.
- Step 9. Assign Lead Contacts: Link key contacts—decision-makers and stakeholders—to each lead for targeted communication.
- Step 10. Lead Activities: Log all interactions, calls, and meetings to track engagement and maintain a complete lead history.
- Step 11. Lead Mail: Send and track lead emails directly from the system for centralised, organised communication.
- Step 12. Lead Notes: Record key information, updates, and insights to support informed decisions and smooth collaboration.
- Step 13. Lead Documents: Store and manage all lead-related documents in one place for quick access and better organisation.
- Step 14. Lead Relationship Team: Assign team members to specific leads to promote accountability and collaborative follow-up.
- Step 15. Call Page – Add Call Log: Log and track all lead calls for accurate communication records and performance tracking.
