Introduction
Welcome to the Lead Source feature guide for Empress. As a business user, it’s crucial to understand and effectively utilize the potentials of this feature to improve your lead management strategies and ultimately boost your sales.
The Lead Source feature helps track and manage the origin of your leads, providing insightful data for sales analytics and marketing strategies. It allows you to input and edit lead source details, sort lead sources, and track lead source performance over time, all through a user-friendly interface.
Primary Functions and Benefits
1. Input and Edit Lead Source Details
The Lead Source feature in Empress allows you to define unique lead sources and provide detailed descriptions for each. This allows for organized tracking and reporting of where your leads are coming from, assisting in future business planning and decision-making.
2. Sort Lead Sources
Lead sources can be sorted based on their creation or modification date, allowing easy access to the most relevant or recent data. This helps in analyzing lead source performance and aligning your sales and marketing efforts accordingly.
3. Track Lead Source Performance
By monitoring the performance of each lead source, you can identify the most successful marketing channels and refine your strategies for maximum effectiveness.
User Roles and Permissions
Roles such as “Sales Manager” and “Sales User” have permissions to create, read, write, delete, print, and export lead source data. This allows for collaborative access and management of the lead sources, facilitating efficient team operations.
How to Use the Lead Source Feature
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Accessing the Lead Source Feature: Navigate to the CRM module in your Empress dashboard, and select “Lead Source.”
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Adding a New Lead Source: Click on the “New” button to add a new lead source. Input the “Source Name” and provide detailed “Details” about the lead source.
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Editing an Existing Lead Source: To edit an existing lead source, simply select it from the list and adjust the information as needed.
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Sorting Lead Sources: Lead sources can be sorted by clicking on the “Sort” button and selecting your preferred sorting option.
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Tracking Lead Source Performance: You can track the performance of each lead source by monitoring the leads associated with each source and analyzing the conversion rates.
Conclusion
In summary, the Lead Source feature in Empress is a powerful tool for any business, offering valuable insights to refine your lead generation strategies and improve your sales performance. By understanding and effectively utilizing this feature, you are setting your business up for greater success.
For additional resources or support, visit our help centre or reach out to our customer service team. Happy managing!