How to add a new lead to the software? - Note, a training video explaining how to add a lead to the software is available at the following link
To create a new lead click on the “new lead” menu item from the navigation menu.
Once the page has loaded you will see a series of drop-down forms as well as some text areas where information about the lead can be entered,
For those headings which have a red Asterix beside them and are deemed mandatory.
Beside each of the headings there is a question mark icon, clicking on this question mark icon will display a pop-up window with information about what is expected to be entered in each of the associated text areas beside the relevant heading
The “Lead Status” dropdown consists of three values which can be associated with a lead.
These statuses are: Open, On Hold or Closed
A lead is marked as "Open" when it is actively being pursued by the sales team. This status indicates that the lead is still in the early stages of engagement, and the sales team is working on converting the prospect into a customer.
A lead is placed "On Hold" when there is a temporary pause or delay in the sales process. This status might be used when there is a need for more information, the prospect is not ready to make a decision, or there are internal issues that need resolution before further progress.
A lead is marked as "Closed" when the sales cycle is complete, and a decision has been made regarding the prospect's potential as a customer. This decision can be either a successful conversion (won) or an unsuccessful one (lost).
The Lead Source drop-down identifies the source from which the lead arrived such as email, phone or via the website.
The Industry drop-down is the industry with which the lead is associated.
The “Customer” drop-down is where you choose the previously entered customer to associate the new lead with. If the customer does not appear in the list then simply click on the “New Customer” link to the right and add the new customer's details.
The “Lead title” and “Description” textboxes in are crucial fields for capturing and conveying essential information about a potential customer or prospect.
Specifically, Lead Title:
Enter a concise and meaningful title that identifies the lead or prospect. This could include the company name, the prospect's name, or a brief description of the lead's business or industry. Ensure that the lead title is relevant to your business and helps quickly identify the nature of the lead. This aids in efficient lead management and prioritization. For example "ABC Corporation - Software Solutions" or "John Doe - Manufacturing Partner"
Lead Description:
Provide a more detailed description of the lead, including pertinent information such as the prospect's contact details, company background, industry, and any specific details relevant to the sales process.
The final two text areas expect a date to be entered and are called follow-up date and closure date.
The follow-up date in the software refers to the specific date or timeframe when the sales representative or team plans to follow up with a lead or prospect.
The closure date signifies the date on which a particular lead or opportunity is officially marked as closed, indicating that the sales cycle has concluded, and a decision has been reached.