Leads are individuals who have the potential to become customers for an organization. These are essentially inquiries submitted for the company to respond to in a convincing manner, ensuring that individuals are persuaded about the plans they have selected.
The Lead Module consolidates information on leads documented by the organization. It presents the details in two viewable formats: List Format and Kan-Ban Board Format. The list comprises data like Client’s Name, Company’s Name, Creation Date, Lead Agent, Scheduled Follow Up, Status, and additional features for viewing, editing, deletion, adding next follow-up details, or converting the lead into a client – Change to Client option.
When delving into the specific details of potential customers, you’ll discover four tabs that provide a comprehensive view.
- Profile Tab:
- This tab offers a descriptive overview of an individual’s profile, encompassing all the essential details one typically needs to know.
- Files Tab:
- In this section, you can store any files shared between both parties related to their project or plans.
- Follow-Up Tab:
- This tab allows you to add both previously scheduled and newly planned follow-up details to stay organized in your interactions with leads.
- Proposals Tab:
- The Proposals tab collects information about the proposals made to leads before they accept any specific proposal.
Since leads represent incoming queries with the potential to become customers, there’s a feature to add new leads. In the top-left corner of the page, you’ll find an option to add new leads. Clicking on this tab prompts you to fill in basic and necessary details to include the new lead in your existing list.
Adjacent to the option for adding leads is the Edit Lead Form feature. Using this, you can choose the details you want to include in your Lead details list and remove any unnecessary ones. Right next to it is the Export option, mainly used to extract the pre-formed list into an offline-accessible database for your convenience.
