Home/How to Create a Lead

How to Create a Lead

  • The user must first click on the “Create Lead” button in the upper right hand corner (looks like a plus sign).
  • If the system contains multiple pipelines, the user will have to select the pipeline in which the new lead will be built.
  • A new “Lead Detail” screen will appear.
  • The user should complete the fields with the lead’s information.
    • Company Name (if applicable)
    • First Name*
    • Last Name
    • Email
    • Opt-In – check this box if the lead has opted in to receive promotional emails from you
    • Home Phone
    • Mobile Phone
    • Address, City, State, Zip Code
    • Deal Name (if applicable)
    • Products Interested In – Select the products in which the lead is interested
    • Promo Type – Select the sales promotion that brought the lead in for services.
    • How Heard – Select the way in which the lead heard about your business.
    • How Heard Source – Explain in more detail the exact way the lead heard about your business. For example, if “Search Engine” was selected in the “How Heard” dropdown, the user should put the specific search engine, such as Google, Bing, Yahoo, etc. in this field. If “Review Site” was the selected, the user should put the specific review site, such as Angie’s List or Yelp. If “Social Media” was selected, the user should put the specific social media site such as Facebook, Twitter, Instagram, etc.
    • Lead Source* – This is where the user indicates how the lead contacted your business for services or how you contacted the lead for services. The seven most common lead sources are:
      • Email – Select this option when a lead contacts your business for services via email or you contact the lead for services via email.
      • In Person Convo – Select this option when you have an in-person conversation with someone, and the person becomes a potential lead.
      • Phone – Select this option when a lead contacts your business for services via phone or you contact the lead for services via phone.
      • Social Media – Select this option when a lead contacts your business for services via a social media site.
      • Stop In / By – Select this option when someone from your company stops by the lead’s business. An example of this would be if one of your salespeople stopped by a property management lead’s apartment complex unannounced.
      • Walk-In – Select this option when the lead walks in to one of your store locations.
      • Web Site – Select this option when a lead contacts your business for services via your website. ***Please note: Your website forms can be integrated with the Retail Lead Management system and automatically marked as lead source “Web Site”.***
    • Location *– This is where you indicate the store location that the lead contacted or that will service the lead.
    • Division* – This is where you indicate what sales division should service the lead.
    • Notes – This is where the user should write any notes about this lead that are relevant to the sale e.g. areas where they want work to be done, specific products names that are of interest to them, etc. These notes will end up on the “Notes” tab of the Lead Detail screen.

*These are the only required fields to create a lead.

  • When all fields for the lead have been completed, press the “Create Lead” button.
  • The lead will then appear on the dashboard’s leads screen as “Unassigned” and users with the management permission levels will be notified so the lead can be assigned to the appropriate user.
2017-05-10T16:28:54+00:00