From a Lead Listing Page, click on the name of a lead, and you’ll be taken to that Lead’s Detail Page. The Lead Detail Page shows all information associated with a specific lead.
The Sprocket button in the upper right hand corner opens a menu where you can do the following:
If you click on “Change Stage / Primary Lead Task” – this is where you can update the lead’s stage within the sales pipeline:
Click on the “New Stage” dropdown and select the stage the lead is at.
If you change the lead to an Open Status Stage, a required “New Task” will appear.
If you change the lead to a Closed Status Stage, an optional “New Task” will appear.
The system will generate a “Closed At” date when a lead is changed from an Open Status Stage to a Closed Status Stage.
In the event that a lead is changed back to an Open Status Stage and then subsequently returned to a Closed Status Stage, the “Closed At” date will reflect the most recent change to a Closed Status Stage.
The “Closed At” date appears in the bottom-right corner of a Lead Detail Page.
A “Closed At” column is included on the Lead Listing Pages, allowing users to filter by the “Closed At” date when viewing the Closed Leads Listing Page.
By activating integration with review management platforms such as Reputation.com, Podium, or Birdeye, RLM will automatically send a review request to a lead when prompted by the pre-determined stage change chosen by your company. To learn more about this, watch the Managing the Reputation Management Integration instructional video.
From the “New Task” dropdown, select the type of task being created.
Next, add a note in the “New Task: Regarding” section to explain what the task is related to (e.g. to show product).
Then select the “New Task: Date” and any relevant start and end times.
***Please Note: You only have to select a “New Task: Start Time” at the appointment stage. You can leave time blank at all other stages.***
Finally add any relevant notes (e.g. bring beige carpets and walnut hardwoods).
Then click on the save button.
At the top of the Lead Detail Page you’ll see that your lead’s updated stage and your new task are now shown at the top of the page.
You’ll repeat those steps each time you update a lead’s stage.
***Please note: Once you’ve made your first update to a lead’s stage and created a required task, each subsequent change made to a lead’s stage will prompt the system to ask if the current task has been completed. This is meant to help you stay on top of your lead tasks. You must click on the “Current Task: Completed?” dropdown and select yes or no before you can save the new stage or task.
If you click on “Add Secondary Lead Task”, this is where you can create multiple additional tasks associated with the lead. To learn more about this, see the How to Create Tasks reference document.
If you click on “Create Lead from Lead”, this is where you can create a new lead based on the information within the current lead. This function is limited to creating the new lead in the same pipeline as the current lead.
If you click on “Assign”, this is where you can re-assign the lead to another user.
If you click on “Attach Files”, this is where you can add any relevant documents or pictures to the lead. To attach files, see the How to Attach Files reference document.
If you click on “Samples”, this is where you can add any product samples that have been checked out to or ordered for a lead. To manage samples, see the Sample Checkout Module Explained reference document. This is an optional feature that can be added by pipeline.
If you click on “Customer Sync” (where applicable), this is where you can sync information from a lead into an ERP system. This is an additional integration available from Retail Lead Management and third-party providers. For more information, please see the Creating a QFloors Contact and Proposal from an RLM Lead instructional video.
If you click on “Similar Leads”, this is where you can merge two open leads within a pipeline that have the same last name, email address, or phone number. This is an optional feature that can be added by pipeline and will only be visible as an option when applicable.
If you click on “Edit”, this is where you can update any of the fields on the Lead Detail Page.
If you click on “Delete”, this is where you can delete the lead from the system.
The Tasks Banner displays any incomplete Primary and Secondary Tasks associated with the lead. Click on a task within this banner to view/edit the task’s details.
The Notes Tab should be used whenever you want to add any notes to a lead. It also keeps a running history of everything that has happened with a lead including assignments, stage changes, and other activities associated with the lead. If you click on the notify user checkbox, this will send an email notification to the person to whom the lead is assigned and let them know that you’ve added a note to the lead.
Notes Tabs are equipped with Condensed Notes View, which truncates the initial view of any note that exceeds a certain number of characters. A “Show More” link appears below any note being condensed, and once expanded using this link, it will change to say “Show Less” for the purpose of collapsing the note again. If any notes are truncated within a Notes Tab, an “Expand All/Collapse All” button will also be available. This button enables all condensed notes to be expanded or collapsed at once.
Notes can be pinned, edited, or deleted by clicking on the icons that appear to the far right of each note.
The Files Tab is where you can find all documents related to a lead. The system accepts all types of files including word, excel, powerpoint, pdf, photos and videos. You can also attach and delete files from this tab.
The Samples Tab (where applicable) is where you can find all samples related to a lead. This is an optional feature that can be added by pipeline.
The Remote House Calls Tab (where applicable) is where you can create new Remote House Calls for a lead and review details and information for completed calls associated with a lead. This is an additional integration available from RLM and third-party providers and can be added/removed by pipeline.
Click on the Details Tab to return to the Lead Detail Page.
Emailing a Lead and the Copy to Clipboard Icon
From the Lead Detail Page, click on the lead’s email address. Doing so will prompt your default email platform to compose a new message addressed to the lead. It will automatically insert code into the cc: field that will route a copy of the message back to RLM.
When you return to RLM in your browser and refresh the Lead Detail Page, the content of that email message will be on the Notes Tab.
The code that routes emails back to RLM can also be copied directly from your Lead’s Detail Page. Click the “Copy to Clipboard” icon next to the lead’s name (at the top of the page). This will copy that line of code to your clipboard. You can now paste this line of code into the cc field of any email chain. The contents of any email to which the copied code was applied will be routed back to the Notes Tab for your lead.
The Copy to Clipboard icon also appears next to the lead’s email address on the Lead Detail Page. Click on this icon to copy the lead’s email address to your clipboard as needed.
Please note: The Copy to Clipboard icon can be added to any field in RLM.