Managing Your Leads

Learn how to manage leads in the CRM

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. To log a call, click Log Call under the lead in question.
2. Pre-set outcomes are available for you to choose from.
3. No Answer (Next Working Day) – This will automatically create a task with a due date of next working day. It will not automatically update the lead status and will leave the lead under it’s existing pot.
4. Non-DM Call Back – This will bring up a pop-up allowing you to add a note and set the specific due date for your call back to a non-decision maker. This will update the Lead Status to Non-DM Call Back and will move the lead to the relevant pot.
5. DM Call Back – This will bring up a pop-up allowing you to add a note and set the specific due date for your call back to a decision maker. This will update the Lead Status to DM Call Back and will move the lead to the relevant pot.
6. In Contract – This will bring up a pop-up allowing you to add a note and set the specific due date for your next action. If a contract has already been added to the system for this lead, the contract and Supplier will be pre-populated. If it hasn’t you will be forced to add a supplier and contract end date. This will update the Lead Status to In Contract and will move the lead to the relevant pot.
7. Quoted – You can select this option once pricing has been issued for the lead. It will bring up a pop-up allowing you to add a note and set the specific due date. This will update the Lead Status to Quoted and will move the lead to the relevant pot.
8. Dead – You can select this option if the lead is no longer workable. You must select a Dead Reason. Once saved, the task will automatically be marked as completed, the Lead Status is then updated to Dead and the lead is moved to the relevant pot.