Managing Leads

In CreataCRM, we have a Lead Tracking system that can act as a lead bucket, (for more experience CRM users) the difference from us to older methods of CRM's lead tracking is we start by Creating a Customer (Company or Contact first), and then enable them to go into the lead bucket, this prevents us from copy leads from one section to another, lossing important data for reports. While others create a seperate lead bucket first, and then copy data across. We have seem from our experience this became very cumbersome and many reports so we prefer not to do this . So if we create new Customer, you just need to enable them into a lead

What is a Lead

(Keep it simple) A Lead is simply new business from a new customer, meaning if you are looking to get new business for the first time, Lead management is ideal for this situation. Reoccurring business falls into Opportunities. You can do both, or just do opportunties, Its simple up to you.

More information about a leads, Opportunities and much more is in here

How to manage a lead

  1. Goto navigation button
  2. Click on Sales
  3. Click on Leads

Lead Tracker

With Lead Tracking, This helps you manage in a. There is a few ways to manage the leads, Below is the 2 common ones.

  1. The status field Count an dollar amount on the lead stages
    1. Open
    2. Won
    3. Lost
  2. Sales Stages
  3. Status field in list view
  4. If you enable a company as a lead, it will appear here. You can manually link the contact by the edit field
  5. If you enable a contact as a lead, it will appear here. You can manually link the contact by the edit field
  6. Contact Number
  7. Company Number
  8. Estimated Value, is a manual entered,
  9. Value is Quoted amount if there is a quote on the lead.

Edit the Lead Tracker

To Edit a lead tracker click on the edit button

Lead Tracking information only

  1. Sales Process - You can have many
  2. Stages of the Process Our Default are
  3. Status - Open, Won or lost
  4. If you would like to add competitor
  5. Company
  6. Contact
  7. Main Interest
  8. Probability This adjust the weight
  9. resaon Lost
  10. The Contact Mobile
  11. Contact Direct Phone
  12. Company Office phone
  13. company other phone
  14. Comments on the Lead
  15. Other Interest

Actions on a Lead

  1. Convert to opportunity
  2. Convert to Create Quote

Other Ways to manage the leads

  1. Click on the lead and change the status
  2. Use the Sale Deck
  3. Sales Overview page

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