What are Leads?
Leads are raw information about a company or person. The potential sales leads are gathered at various situations such as trade shows , seminars, advertisement, purchase from external source for the purpose of sales.
Leads management in Vembu SalesDesk
- Leads can be captured in the product automatically based on customer interactions in your website. The lead would typically contain data submitted by the customer in your website
- Leads can be added manually and also bulk lead data in CSV format can be imported into Vembu SalesDesk directly
- Leads can be organized and assigned to sales agents. Sales agents can engage these leads and respond to their queries via email directly from the product
- Vembu SalesDesk can be configured to maintain custom data about leads
- When sales-deal with a lead is successful, the lead can be converted to an account, with a single click
- Duplication of leads/customers can be easily resolved simply by merging them as needed
- Custom criteria to view specific lead-list can be saved and quickly accessed later thereby saving time and effort
- Lead assignment among agents can be controlled by admin level settings
Creating New Leads
- New Lead – Manually add new leads to the Vembu SalesDesk
- Import Leads – Create leads from data imported from a CSV file
Editing Leads
- Actions – Edit/Delete for editing and deleting leads in Vembu SalesDesk
- Change Owner – Change the agent to whom the selected set of leads are assigned to.
- Change Status – Change the status of the selected set of leads.
- User can get the list of page per records and count of records by selecting the page per records
Leads listing:
- View – This basic filter option enables users to list leads by assigned sales agent, lead-stage or by the lead creation time.
- Alphabetical list – View alphabetically arranged list of leads whose Company Name begins with the chosen alphabet.
- Show Filters – Show/Hide advanced filter options. Advanced filter settings can be saved in a name and can be later accessed directly under basic filter.
- Table header – Used to sort the leads list in ascending/descending order. Some headers are used to filter the list based on corresponding values.
- Pagination – User can jump to any page in the list.
- Export – Download the leads details as CSV. Filters can be applied to export specific data.
Web Forms for Lead Capture
- It is easy to capture leads based on information gathered from website visitors.
- Select the lead details you want to capture and click on the generate button.
- Include the generated code snippet into your company web page in appropriate places
Please click here to learn more about Vembu CRM Suite and click here to refer the pricing of the same.
Got questions? Email us at: vembu-support@vembu.com for answers.
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