Lead Manager is a feature designed to help you track, organize, and manage your sales opportunities directly within the portal. Whether you don’t have an existing CRM or prefer to oversee your pipeline before transferring leads elsewhere, Lead Manager provides a straightforward way to monitor your progress with potential clients.
To begin, let’s walk through how to add a visit from your visitor list into Lead Manager. There are several ways you can push a visit into Lead Manager, you can manually select a visit and either use the actions button at the end and create a Lead, use the actions tab in the visit detail, or select multiple entries using the check box and push via the manage button.
You can also automatically send visits to Lead Manager by creating an automated action in the Filters function.
When sending a visit to Lead Manager, you’ll need to define who is going to be assigned the record. This ensures that a user is accountable for the record and manages any follow up actions.
Once you have pushed a visit through, the record will be created. Navigate to Lead Manager to view all of your leads.
There are three tabs available.
All Leads
This provides a list of all the leads in Lead Manager that are assigned to you. If you have admin access, you can switch between different lead owners and view records assigned to other users. In this section, you can access the created date, company name, location details, last visit date matched from the visitor list, the current action assigned to the record, the lead owner, and the source of the lead..
You can filter the records in your view based on the lead source or the categories applied. You can also search for specific companies using the search field.
To Do
The “To Do” tab details the tasks you have set. The tables below provide you with a list of all the records which have a call back set and when it is scheduled for, A list of all your fresh leads, these are records that have been added to Lead Manager but are yet to have a task created against them. And lastly, the list of all the appointments scheduled.
Pipeline
The final tab, “Pipeline”, is a visual representation of the sales stages. All fresh leads start in the “Lead” column. Drag and drop records into each column that represents the buying stage they are in. You can rename the columns to better suit the names of your sales stages by clicking the edit icon here.
Dragging a record into the sale section will record the lead as sold, and you can enter a value for the sale, add any notes, and attach any relevant documents. Dragging a record into the “Not Interested” section will record the lead as lost..
You can also add your own external records into Lead Manager; this can be completed one at a time or through a bulk upload. To add individual records, navigate to either the “All leads” or “To do” tabs and click the “add a lead” button and enter the details of the company. The minimum required fields are company name and lead source, however, we recommend completing as many fields as possible to improve matching against the visits on your portal.
To bulk upload records, use the import new leads button.
There is no limit to how many records you can create in Lead Manager from your visitor list, and you can upload up to 300 external leads. If you need to upload more than 300 external leads, there is an additional cost to become unlimited. Please speak to your Customer Success Manager for more details.
To access the record details screen, click the company name. Here, you can access details, such as address, website, lead owner and more.
There are multiple actions you may perform on each record.
- Add a note; this is designed to add any additional information you may want to record about this opportunity..
- Create an appointment, this is designed to keep you informed of which records have a meeting booked. You can define the date and time, and add any notes or attachments to keep track of each appointment.
- Report sold, use this option to report a sale and record the value and any additional details..
- Not interested will close the opportunity. You can re-open any closed records.
- Call back, this keeps track of all contact touch points you have with each record. You can define the date and time, notes, and add any required attachments..
- Quote/Proposal, use this option to record any quotes you have sent to the opportunity.
Please note adding a note does not count as an action to move a record out of fresh lead in the to do tab. A call back, appointment or report sold will complete this.
Below the actions is the activity feed, which is a record of all actions and notes that have been added to the record.
If the record has been matched in your visitor list, the visit history will include the page journey captured in your visitor list.
Attachments is a consolidated place to view all attachments within the record.
There are a suite of reports available under Reports > Lead Manager. Here you can access reporting for conversions, distribution, lead to action, overview, transaction, and revenue.