Introduction
In the world of business, the management of relationships with potential and existing clients is crucial. This guide will introduce you to three key terms used in Empress: Leads, Contacts, and Customers. These terms represent different stages in your customer relationship journey.
Defining the Terms
In Empress, these terms refer to:
-
Lead: This is a potential customer. It could be a person or a business that might be interested in your products or services.
-
Customer: This is a person or business that has already purchased something from you. They’ve moved from being a ‘Lead’ to a ‘Customer’ because they’ve made a purchase.
-
Contact: This is a person associated with a Customer. In a business-to-business (B2B) context, you might be dealing with multiple people from the same customer business. These people are your Contacts.
Converting a Lead into a Customer
Empress allows you to change a Lead into a Customer. This is important because it indicates that the Lead has made a purchase and become a Customer.
Here are the steps:
- Go to your Empress dashboard.
- Choose “Customer” from the Make dropdown menu.
- The system will automatically change the lead’s status to “Converted,” indicating they are now a Customer.
Once a Lead has been converted into a Customer, you can create new Opportunities related to this Customer which helps you track business interactions efficiently.
The Importance of These Features
Understanding and using the concepts of Leads, Customers, and Contacts can greatly improve your business operations and customer relationship management in Empress. By correctly categorizing your potential and existing clients, as well as their associated contacts, you can manage your business relationships in a more organized and efficient way.
If you need more assistance with this feature, don’t hesitate to reach out to the Empress support team or check our additional resources for business users.