Steps to record Leads

Requirements

This tutorial requires the installation of the following applications/modules:

If your company has the qualifying steps before converting Leads into Opportunities , you need to configure Lead feature before you can use it. To do so:

  • Go to CRM app.

  • Navigate to menu Configuration ‣ Settings.

  • Check on the option Leads.

  • Hit the Save button.

Configure Leads - Viindoo

You can draw a profile of a lead by going to CRM ‣ Leads, and then click the Create button.

Lead Customer Creation CRM - Viindoo

Basic information of lead on CRM

There are 3 basic information sections:

  • Lead: the real demand from a customer.

  • Probability: the percentage of success towards this lead.

  • Contact information of customer: lead’s name, address, email, telephone number, etc.

Let us take a look at this simple example below as an illustration for the sections:

Basic information Lead Creation CRM - Viindoo

Note

  • Address line 1: enter house number, street, wards.

  • Address line 2: enter district.

  • Address line 3: enter city.

  • Address line 4: enter country.

Sales team, who takes responsible for leads on CRM

  • Salesperson: the employee, who takes care of this lead.

  • Sales team: the sales team, who takes care of this lead.

  • Team leader: the leader of the sales team.

  • Regional manager: the employee manager, who is responsible for the region, where the customer is located.

  • Sales region: the region, where the customer is located.

Sales team Salesperson on lead CRM - Viindoo

Note

Potential prioritization leads on CRM

  • Priority: using the star rating system to indicate the priority level of a lead. The more stars, the higher priority.

  • Tag: extracted from customer’s demand, a tag respresents a specific area of expertise. For instance, the Product - and Service tag are used when a lead needs advice on product and service.

Lead priority CRM - Viindoo

The tracking of leads on CRM

At the Tracking section of the Extra Info tab.

  • Company: current company when you active the multicompany feature.

  • Campaign: this is a name that helps you keep track of your different campaign efforts, e.g. Email Campaign - Products, Christmas_Special, Facebook Ads, …

  • Medium: method of delivery, e.g. Email, Facebook, Banner Ad, or Google-Adworks, …

  • Source: source of the link, where from the customer have heard / seen us, e.g. Google, Facebook Ad, or name of email list, …

  • Referred by: name of other documents as reference.

Marketing Resource or Tracking of Leading CRM - Viindoo

Tip

After creating a lead, you can re-evaluate the lead quality based on BANT, a sales qualification framework, before converting it into an opportunity (Marketing Qualified Leads => Sales Qualified Leads).

  • B (Buget): does the customer has necessary budget to purchase your product / service ?

  • A (Authority): does the potential lead have the authority to make a purchase, or they need the permission from another one?

  • N (Need): the business pain points the customer is currently having.

  • T (Timeline): when is the lead looking to make a purchase?