Lead Management |
  
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Lead Management |
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A sales lead is the identification data gathered from a prospective buyer of a product or service. Businesses gain access to sales leads through advertising, trade shows, direct mailings, third parties, and other marketing efforts. People and businesses can become leads. They become leads for products or services that you offer, hoping that they will eventually become paying customers. Becoming a lead is the first step in the sales process. At a subsequent stage, leads become prospective clients, hence the term ‘prospects’.
Qualifying is the process that allows you to find out whether a lead is actually a prospect. A prospect is someone who has the potential to become a customer. Leads, on the other hand, are just potential prospects. If you don't qualify a lead, you may be wasting your time with someone who literally can't buy from you.
In order to identify, qualify and communicate with a potential lead you need to know:
1.Who they are; company name and/or contact details (lead identification).
2.Their interest (lead scoring and qualification).
3.How to get in touch with them – email / phone (lead nurturing and generation).
1.Exit or Cancel the current process.
2.Create a new Lead.
Save the Lead Details first, next add the Leave Events as they happen.
3.Edit the selected Lead.
4.Data grid navigation buttons.
5.Filter Leads by Lead Status.
6.Report selector.
7.Lead Data grid, double click to edit the highlighted lead or right click to display the pop-up menu.
8.Information about the Lead.
9.Lead Event:
Here you can create Qualifying events or your lead.
10.Export Grid allows you to export your lead into Microsoft Excel.
1.Create a new Lead Event.
2.Edit Lead Event. Double clicking on the Event in the grid will edit that Event. Right mouse click will bring up a pop-menu with additional Event processes.
3.Delete Lead Event.
1.Cancel Lead Event data entry .
2.Save Lead Event.
