Leads are potential customers who have shown interest in a company's products or services but have not yet been qualified as sales opportunities. They are the initial stage of the sales funnel and require follow-up and nurturing to convert them into paying customers.
Adding leads efficiently in SalesTown CRM is essential for managing potential customers and converting them into sales. This guide provides detailed steps to add a lead in SalesTown CRM.
Step-by-Step Guide to Adding a Lead
1. Navigate to the Leads Section
- On the dashboard, locate the Add Lead Button.
- Click on the Add Lead button to open the lead creation form.
2. Add a New Lead
- A pop-up form will appear on the screen.
- Fill in the required details in the lead creation form. The fields may include:
| Organization Name | Enter the name of the organization the lead is associated with. |
| Contact Person Name | Enter the name of the primary contact person for the lead. |
| Lead Title | Enter a title for the lead, which can be customized as per the user’s choice. |
| Attach Product (if required) | When clicked a search box will be shown and use the search option to find and attach the product. As per the searched product, all the fields include the product name, price, quantity, and discount, and the total amount will be calculated automatically. |
| Lead Value | The lead value will be the value of the Lead. |
| Pipeline and Pipe Stage | Choose the relevant pipeline and its stage from the dropdown menu. |
| Expected Close Date | Select the expected close date for the lead. |
| Who Can View | Choose whether the lead can be viewed by the owner or the entire company. |
| Channel Partner | Choose any relevant channel partner information. |
| Organization Address | Fill in the address details including Country, State, City, Address, PIN code |
| Contact Person Email | Enter the email address of the contact person. |
| Contact Number | Enter the phone number of the contact person. |
| Designation | Enter the designation of the contact person. |
| Custom Fields: | In case the user wants to add custom fields, they can do so by clicking on the Add Custom Field option. |
6. Save the Lead
- After filling in the details, click on the Add Lead button to create the lead.
- The added lead will be visible on the workboard on the respective Pipeline and Pipe stage.
If you need to add multiple email addresses or phone numbers, click on +Add More Email or +Add More Phone No.
Tips for Effective Lead Management
- Complete Information: Always provide as much information as possible to maintain comprehensive lead records.
- Lead Segmentation: Use tags or categories to segment leads for targeted follow-up and marketing.
- Follow-Up: Schedule activities, follow-up tasks, and reminders to ensure timely engagement with leads.
Troubleshooting and Support
- Data Entry Issues: Double-check that all required fields are completed correctly.
- Technical Problems: Clear your browser cache or try a different browser if you experience technical difficulties. Contact the SalesTown support team at support@salestown.in.
By following these steps, you can efficiently add and manage leads in SalesTown CRM, ensuring a well-organized and effective lead management process.