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.

  • Click the Save button.

Configure Leads - Viindoo

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

Lead Customer Creation CRM - Viindoo

Basic information of lead on CRM

There are 3 basic information sections:

  • Name of the lead: the real demand from a customer.

  • Probability: the percentage of success towards this lead.

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

In addition to the mentioned basic information fields, if you need to add additional necessary information fields based on your company’s requirements, you can do so by clicking on setting icon, and choose Add properties. Please note that this information field will not be applied to filters and search bars.

Let us take a look at this simple example below as an illustration for adding a property.

Basic information Lead Creation CRM - Viindoo set up a new property for the lead interface showcasing a new property

Note

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

  • Address line 2: enter district.

  • Address line 3: enter city.

  • Address line 4: enter country.

  • You may refer to the following article to gain a better understanding of the information fields that need to be configured Introduce about fields, widgets and views

Furthermore, the first time you follow the steps as described above, you will immediately see the Add a property field on the interface. Instead of clicking on the setting icon on the next times, you can choose it directly on the interface.

Add a proporty for the lead interface

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.

Sales team Salesperson on lead CRM - Viindoo

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 marketing of leads on CRM

At the Marketing section of the Extra Info tab.

  • 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 person or other documents as reference.

Marketing Resource or Tracking of Leading CRM - Viindoo

Note

  • You will see the Company field if you enable multiple company feature. Conversely, if your system uses only one company, this field will not appear.

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?

See also

Related article

Optional module