The sales process begins once a sales lead is identified, qualified and placed into a company’s sales pipeline. The lead’s contact information is used to make outbound sales calls, send sales e-mails and provide direct marketing material. The quality of the sales lead depends on whether the individual or business was motivated to provide its contact information.
- Lead Creation
- Lead Conversion
- Left Navigation
- Configuration Features
- Reports
- Search
Lead Creation
- Entering data in leads creation page
- Collect leads through emails
- Collect leads through webform
- Collect leads through API
- Importing Leads from CSV
Lead Conversion
Left Navigation
- All Leads
- Recently created
- By Queue
- Directory
- By Status
- By Market
- By Source
- By Rank
- By Territory
- My views
- Shared Views
- Quick Links
Configuration Features
- Collaboration
- Communication
- Conversion
- Customize App
- Email to Lead
- Employees Range
- Google Forms Integration
- Industries
- Lead Ranks
- Lead Sources
- Lead Status
- Markets and Segments
- Message Templates
- Quick links
- Reports
- Sales Territories
- Salutations
- Security
- Tags
- Types
- View Column Sets
- Views
Reports
- General lead report
- Lead activity report
- Leads by Customer
- Leads by Status
- Leads by Industry
- Leads by Lead Source
- Leads Inflow
- Open Leads by Month
- Converted Leads by Month
- Lead charts
Global Features
- Search – Simple search allows you to search using a single search field located in the header bar.
- My Views – Save your custom view of lead information for your future reference.
- Shared by others – Share your custom views with others.
- Common activities – These are the activities found individually on each and every app.
Leads App was last modified: November 2nd, 2020 by