Leads
- How do I get Leads into the system?
- Leads can be put into the system in one of three ways:
- Manually - You can enter leads from business cards, scraps of paper, or from your memory manually by selecting the Add function and simply typing in the information.
- Importing - You can import a list of leads from an Excel spreadsheet or other program that can save files in a comma separated value or .csv file type.
- Automatically - Customer information that is entered via an online form is integrated into the tool and contact information from the form flows directly into the Leads Module.
- What is the difference between a Lead, a Contact, and an Account?
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- A Lead is a raw prospect. You might have received their name from a trade-show, a Lead Supply company, or from word of mouth.
- A Contact is someone who has responded to some form of marketing you have performed. Examples would be responses to bulk mailings, email campaigns, or cold calls. They're not yet a paying customer, but they have expressed interest in your product or service.
- An Account is a paying customer. This is someone who is receiving your product or service and has given you some money in exchange.
- Why is it important to separate leads, contacts, and accounts?
- These are three distinct groups of people and you treat them very differently. Grouping them in this way helps you track things such as conversion rate as you move them through the sales pipeline. It also helps to group them this way to easily perform actions, like mass email marketing or customer surveys.
- Where can I get more Leads?
- Leads can be acquired from a multitude of venues. Buying lists, advertising campaigns, and using the website module to effectively capture contact information are all viable methods.