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Leads FAQs
Auto-numbering in Leads automatically assigns a unique identification number to each new lead, ensuring easy reference and tracking. This system generates numbers sequentially based on a customizable format, which can include prefixes and specific patterns. To view a guide on different configuration options view this article.
Yes, you can view any conversations initiated via the Conversations app within the Conversations tab.
Agents in a Lead are the sales representatives or team members assigned to manage and follow up with the lead. They are responsible for nurturing the lead through the sales process, addressing inquiries, and facilitating the lead's progression through the pipeline stages. Agents ensure that each lead receives personalized attention and is effectively guided towards conversion.
Follow-ups in Leads refer to scheduled interactions or tasks aimed at maintaining contact with leads. They ensure that potential customers are consistently engaged and guided through the sales process. Follow-ups can include phone calls, emails, meetings, or reminders for any other future actions.
1. Access the settings menu by clicking the settings button (Upper right hand corner).
2. Navigate to the settings you want to adjust such as lead types, pipeline stages, automations, agent management, and more.
3. Apply your changes by pressing submit.
To process an approval for a lead:
- Go to the Approvals tab in the lead’s details flyout.
- Click the + button next to the search bar to create an approval request.
- Select the approvers who need to approve the lead request.
- Submit the approval request for processing.
Note: If you are an approver and receive a notification requesting your approval, click on the notification. It will take you the section in Leads where you can approve or deny the request.
Yes, you can add as many contacts to a lead as you deem necessary.
Pipeline stages represent the different phases that a lead goes through in the sales process, from initial contact to final conversion. Each stage indicates a specific point in the sales journey, such as lead qualification, proposal, negotiation, and closure.
Lead status indicates the current state or condition of a lead within your sales process. It helps in tracking the progress and determining the next steps needed for converting the lead into a customer.
The Leads app is used for capturing, tracking, and managing potential customers who have shown interest in your product or service. It helps in organizing and following up with leads to convert them into paying customers.
