Welcome to the guide for the Lead Management feature in Empress. This feature is designed to help you efficiently manage your potential clients or customers. This tool allows you to track, sort, edit, and view information pertaining to your leads, all within a user-friendly interface.
Introduction
From a business perspective, the Lead Management feature is incredibly significant. It allows you to capture and organize potential leads, track their progress, and ultimately, increase your conversion rates. This feature is particularly beneficial in the realm of sales and marketing, where nurturing leads is crucial for business growth.
How to Utilize the Feature
The Lead Management feature is located in the CRM (Customer Relationship Management) module of Empress. Here’s how to navigate it:
- Log into your Empress account.
- Navigate to the CRM module on the dashboard.
- Click on the ‘Leads’ option.
Viewing Lead Information
To view the information of a particular lead:
- Click on the lead’s name from the list.
- Detailed information about the lead will be displayed, including their full name, organization name, email, source, status, and more.
Editing Lead Information
To edit the information of a particular lead:
- Click on the lead’s name from the list.
- Click on the ‘Edit’ button on the top right corner.
- Make the necessary changes to the relevant fields.
- Click on the ‘Save’ button to apply the changes.
Sorting Leads
To sort your leads based on a particular criteria:
- Click on the ‘Sort’ button on the top right corner.
- Choose the criterion you want to sort your leads by, such as status, source, or lead owner.
Tracking Lead Progress
To keep track of a lead’s progress:
- Click on the lead’s name from the list.
- Check the ‘Status’ field to see the lead’s current status. This can be ‘Lead’, ‘Open’, ‘Replied’, ‘Opportunity’, ‘Quotation’, ‘Lost Quotation’, ‘Interested’, ‘Converted’, or ‘Do Not Contact’.
User Roles and Permissions
The Lead Management feature in Empress allows for various user roles and permissions. For example, users with the ‘Sales User’ role can create, email, print, read, report, share, and write on leads. Similarly, users with the ‘Sales Manager’ role have more permissions, including the ability to delete and export leads.
Conclusion
In conclusion, the Lead Management feature in Empress is a powerful tool that can greatly enhance your business processes. By effectively managing your leads, you can increase your conversion rates, boost your sales, and grow your business.
For more information, refer to the Empress User Guide or contact the Empress Support Team.