Lead Management Guide: Simple Steps for Success
1. Converting Leads into Opportunities
Steps:
1. Open the Leads Page:
- Navigate to the leads list.
- from the action toolbar on the right, click on the 3 dots
- from the dropdown list you will find an option at the bottom of the list (convert lead to
opportunity)
- Add the essential details like ( name , national ID , activation date , country ) and you can
add revenue by clicking on opportunity details in the same page
- by clicking on save now you have a new opportunity created
2. Open the clients page
- click on clients’ tab then choose opportunities
- now you can find all the opportunities that have been created successfully, you can
manage these opportunities by editing or deleting them
2. Converting Leads into contacts
Converting a lead into a contact is a key step in organizing your sales and support activities.
This process helps transition potential clients (leads) into actionable profiles (contacts) for
ongoing interactions. Contacts are used to maintain long-term relationships, track
communication, and assign specific tasks.
Steps :
1. Open the Leads Page:
- click on covert lead to contact button (you can find it beside export and edit table buttons)
- then a list of all leads will appear and you can choose the lead that you want to convert to
Contact
2. Open the clients page
- click on clients’ tab then choose contacts
- now you can view all the converted contacts and you can manage your contacts by editing
or deleting them individually or by bulk
Tip
- Ensure the lead is qualified before conversion to maintain clean data.
3. Performing Bulk Updates for Leads
Overview:
You can change several lead records at once with bulk updates, which saves time. This is
helpful for assigning leaders to new teams, modifying priorities, and altering statuses.
Steps:
1. Select Leads:
- Open the leads list and click on the checkboxes to select the leads you want to update.
- Click on "Edit Selected" button in yellow
2. Choose Fields to Update:
- Select the field you want to update (Lead Status, Assigned User, or Priority).
- Enter the new value for the selected fields.
3. Confirm Changes:
- Click the "ok " button to update the records.
Tips:
- Always double-check your selection before applying bulk changes.
4. Managing Lead Auto-Assignment and Auto-Rotation
Overview:
Automating lead rotation and assignment minimizes manual labor and guarantees a fair
distribution of leads throughout your team.
Steps to Set Up Auto-Assignment:
1. Access Settings:
- Navigate to the system settings and find the "Lead Assignment Rules" section.
2. Create New configuration:
- Click Create new configuration in blue
- Define criteria for the rule by choosing the rotation type (select round-robin)
- then select the Priority according your preference
- then click on Auto Assign Enabled button
- you have an option to Prevent Multiple Assignment to the same user if you want to prevent
this action click on this button.
- add the rotation time in hours.
- select the time zone (Cairo \ Africa).
- then click on next and you will find a new page to add your Conditions that the rotation
will work based on
- choose the filed (ex :lead source ) then choose the operator ( ex: + or = ) then choose the
comparison
- finally click on create and now you will have the automation rule created successfully
Tips:
- Regularly review assignment rules to ensure they align with current team structures.
- Use analytics to monitor lead distribution and adjust rules as necessary.
Best Practices for Managing Leads
- Stay Organized: Use tags and categories to keep your leads segmented.
- Leverage Automation: Reduce manual intervention by utilizing workflows.
- Monitor Performance: Regularly check reports to identify bottlenecks or imbalances in
lead management.
- Train Your Team: Ensure everyone understands how to use these features effectively.
By following this guide, users can efficiently manage large volumes of leads, streamline
operations, and improve overall productivity.