The sales lead module tracks every lead from entry through to acceptance or loss.
| • | Every lead has many fields that can be configured according to your sales process. |
| • | Every lead is assigned an overall sales person - owner. |
| • | Users can add unlimited notes against each lead giving a complete history of all interactions |
| • | Every note added has a corresponding follow-up action, follow-up date and a follow-up owner. |
| • | A quote page is created to produce a quotation. |
| • | if the customer 'converts' the lead automatically links into the job management, job sheets, job tracking and invoicing. |
The Sales Dashboard is the Central Area for Managing Leads:
The sales dashboard is the main method for seeing an overview of all leads and their corresponding owners, follow-up dates and actions.
Learn more about the SALES DASHBOARD More about EDITING A LEAD More about ADDING A NOTE
The following are key fields that can be configured:
| • | Sales Channel: these are the methods by which you came by the lead (e.g. via website, magazine ad etc.) |
| • | Products: Select the main product the lead is interested in. |
| • | Sales Pipeline Stage: The sales process is often refered to as a 'pipeline'. Eight steps can be defined and is used to track the lead through your sales process. |
| • | Sales Person: Each lead has an overall sales owner, which typically stays the same through the sales process. |
| • | Department: You have a further option to define departments with which to assign the lead to. |
| • | 6 definable dropdown boxes: that can be configured to suit. |