Introduction
In this guide, we will walk you through our Leads feature in Empress. Leads are potential customers who have shown an interest in your products or services. This feature allows you to efficiently manage and track these potential customers, making it easier to convert them into actual customers.
First, let’s learn how to create a Lead.
Creating a Lead
- Navigate to the Lead list by following this path: Home > CRM > Sales Pipeline > Lead
- Click on “New” to create a new Lead.
- If the Lead represents an organization, check the box next to ‘Lead is an Organization’. Enter the Company Name in the field that appears.
- If the Lead is an individual, leave the box unchecked and enter the Person’s Name and Gender.
- Enter the Lead’s ‘Email Address’.
- Set the status of the Lead. The Status field is an important part of the Lead record. It tells you at a glance what stage the Lead is at. Here’s a brief rundown of what each status means:
- Lead: Indicates an action is needed.
- Open: Sales executive needs to contact the Lead.
- Replied: Information has been provided and a response from the Lead is awaited.
- Opportunity: The Lead is qualified and may lead to sales.
- Quotation: A quotation has been created for the Lead.
- Lost Quotation: The quotation given to the Lead has been marked as lost.
- Interested: The Lead is interested in your products or services.
- Converted: The Lead has confirmed an order and a Sales Order has been created.
- Do Not Contact: The Lead is not interested and no further communication is needed.
- Set the Lead Source in the Source field.
- Click on ‘Save’.
You can also record the details of any conversations or interactions with the Lead in the NOTES section. Additional details like Lead Type, Market Segment, and Industry can be added in the ‘MORE INFORMATION’ section.
Assigning the Lead to a user is as simple as clicking on the ‘Assign’ button on the left bar. You can also attach files or images by clicking on the ‘Attach File’ button.
Key Features
Setting Reminders
To ensure that you never forget to follow up with a Lead, you can set the ‘Next Contact Date’ and ‘Next Contact By’ fields. A calendar event will be added for the user chosen in the ‘Next Contact By’ field and a notification will appear on that date.
Adding Multiple Contacts and Addresses
In a B2B scenario, you might need to contact several people in a prospective company. You can add the details of all such people in the same Lead. Once you save a Lead, you will get the option to add Contact and Address details.
Recording Comments, Emails, and Events
You can keep track of all interactions with the Lead by recording comments, emails, and events.
Creating Opportunity, Customer, and Quotation
From the Lead record, you can directly create an Opportunity, Customer, or Quotation. Relevant field values will be copied over.
Auto-assigning Leads
You can define Assignment Rules to automatically assign Leads to sales executives.
Customizing the Leads Feature
To capture additional details as per your needs, you can add custom fields to the Lead form. This can be done using the Customize Form tool.
In conclusion, the Leads feature in Empress is a valuable tool for managing and tracking potential customers. By efficiently using this feature, you can increase the likelihood of converting these Leads into actual customers. For more information on related topics, please refer to the following resources: