Registering Sales Leads

What is a lead ?

• a business card or a phone call received from a prospect,
• a contact form on your website, 
• a list of contacts to call. 

Registering Sales leads

Sales leads can be manually entered of can come in automatically.

Activity step 1: Have manual sales leads

• Manual:

crm app > Pipeline (this screen is on the "dashboard", the default screen you see when starting up the sales app)

The view with columns you see now is called a Kanban view. Hit the top left "+" to create a new lead

Complete the following information:

1. Description: why is lead interesting for your company and/or prospect name;
2. Contact name (+ company name in case of B2B);
3. Phone numbers + email address; 
4. Some relevant notes about the contact.

• Record a call from the lead. It can be retrieved from the lead.
• Send an email to this contact from the chatter. Use one of your personal addresses.

Activity step 2: Have automatic sales leads

Automatic

• You first need to install the contactform on your e-commerce webshop. That requires installing some extra software. Go to the tile "Apps". Remove the apps filter. (hit the x of the apps filter, top right next to the funnel filter symbol)
  type in the search field next to the funnel "contact form". Install that component

• If you now go to your webshop, a contact form component should be visible
• Simulate a customer question by entering the webform

Did all the leads come in?

Return to the sales app, and check your pipeline

Tips:

• A filter might prevent you from seeing the sales lead: delete the filter showing only your leads by hitting the close.
  
   
• Use tags to better qualify your lead’s interests.
• When all your leads require further qualification from the start, you can skip the Leads step and register the contact directly as an opportunity.