Introduction
In the world of business, managing leads effectively can be the difference between success and failure. Empress’s Lead Details feature is an invaluable tool for business users that allows you to view, edit, sort and track information about your leads all in one place. This guide will guide you on how to use this feature to enhance your business operations.
What is the Lead Details Feature?
The Lead Details feature is part of Empress’s Customer Relationship Management (CRM) module. It presents a comprehensive report of all your leads, providing a clear picture of your sales pipeline and making it easy to track and manage potential customers.
Benefits of Using Lead Details
- Ease of Use: Its user-friendly interface makes it easy to navigate and understand the status of your leads.
- Increased Efficiency: It speeds up the decision-making process by providing all necessary information at your fingertips.
- Improved Sales Management: It enables you to identify hot leads and prioritize them, increasing the effectiveness of your sales efforts.
How to Use the Lead Details Feature
Viewing Lead Details
- To access the Lead Details feature, navigate to the CRM module on your Empress dashboard.
- Select the “Lead Details” report from the list of available reports.
Once in the report, you can view detailed information about each lead, such as name, contact details, status, and more.
Editing Lead Details
- To edit a lead, find the lead you wish to edit in the report.
- Click on the lead’s name to open the lead’s detail page.
- Make any necessary changes and click “Save”.
Sorting Lead Details
You can also sort your leads based on different criteria, such as name, status, or source. To do this, click on the column header of the field you want to sort by. Clicking once will sort in ascending order, and clicking again will sort in descending order.
User Roles and Permissions
The Lead Details feature is accessible to the following user roles:
- Sales User
- Sales Manager
- System Manager
Please ensure you have the appropriate permissions before attempting to access this feature.
Conclusion
The Lead Details feature in Empress is a powerful tool that can streamline your business operations and enhance your sales management process. By effectively utilizing this feature, you can stay on top of your leads and ensure that no opportunities are missed.
For additional support or resources, please visit Empress’s comprehensive online help center or contact our support team.