We understand that using your CRM to easily manage your leads and merchants is very important to you as a Sales Rep. For that reason we designed our lead and merchant management features to be super fast and extremely simple to use.
Additionally, your CRM provides several different customization options which allow you to fine-tune the user interface to fit your specific business needs.
In this article, we cover the typical tasks you perform as a Sales Rep and show you how they can be done more easily with the CRM.
If you have a question or can't find what you're looking for, chat with us using the support chat in the CRM (in the lower right corner) or email us at email@example.com.
Continue reading to learn how to:
- Create a New Lead
- Manage Your Current Leads
- Link Leads to Merchant Accounts
- Generate Proposals
- Access Your Sales Collateral And Other Documents
- Search the CRM Using the Global Search
Create a New Lead
To create a new lead, click the Create button on the menu bar and select the Lead option:
Now select the lead settings (such as lead category and status, group, campaign and source), fill in the lead information, and click Create Lead:
Once the lead has been created, you can proceed to add lead notes and attachments, set tasks and appointments, send quick emails using pre-defined templates, and send E-Signature applications.
For more information on these actions, jump to the following articles:
- Adding Notes for Leads and Merchants
- Setting Tasks/Appointments and general Calendar
- Sending Emails
- Sending E-Signature Applications
For an in-depth discussion on working your leads through the sales process please see our article on Updating and Progressing Leads.
Managing Your Leads
Depending on how far your lead has progressed in the sales process, the lead may be assigned to a Status State such as New Lead, Qualified Lead, Approval Pending, etc.
Your CRM enables you to create your own custom status states aligned with your established sales workflow.
To view all the leads in the system that you have access to, click on the My Leads option in the menu bar:
On the top of the page there is a quick lead report that shows the number of leads in various categories such as Unassigned Leads, New Leads, and others:
Click on any shortcut in the report to view the leads in that category.
For example, to view all of the unassigned leads in our example simply click the Unassigned Leads shortcut, and the lead list refreshes automatically to show the 186 unassigned leads.
The leads are shown in expandable accordions where each accordion represents one status state. To view or manage leads in a specific status state simple expand that accordion:
You can filter your leads further using the advanced filters on the right side of the page:
As you select one of the filters the lead report refreshes automatically to show the required leads.
For example, if we select the 'Chicago' group in the filter, the lead report refreshes automatically to show the 5 unassigned leads in the 'Chicago' group:
If you frequently use the same set of filters to work your leads, you can save the filters as a new view so as to avoid having to select all of the filters each time:
For example, here we created a new view called 'Chicago Clover' which automatically filters the leads by the 'Chicago' group and the 'Clover Marketing' campaign:
To manage a large number of leads you can also switch to the Table view:
The table view enables you to select leads en-masse (using the checkboxes on the left side of the table) and perform mass actions such as sending mass emails or creating call queues (using the Actions button).
Linking a Lead to a Merchant Account
Once a lead is boarded to a processor, it can be assigned a designated Merchant is Live status state and linked to a merchant account in the CRM.
After a lead is linked to a merchant account, it can be accessed directly from the linked records shortcut which is shown right next to the lead's name:
Linking leads to their Merchant accounts is highly beneficial as it allows you to access all of the lead info/tabs directly from the Merchant Details page, on the Profile tab:
More information on linking leads to merchant accounts can be found in the Linking Leads To Merchant Accounts article.
Your CRM has a built-in Proposal Generator that makes the creation of accurate, flexible and detailed proposals extremely simple.
Impress your prospects with a detailed analysis of their business including the savings they can achieve by signing up with your ISO:
To learn more about the Proposal Generator please see our article on Creating Merchant Pricing Comparisons In The Proposal Generator.
While you're working on your leads, you will likely handle hundreds of different types of documents such as processing applications, sales collateral, lease agreements etc.
Your CRM provides a central place to store all of those documents and share them with your team.
You can access the Documents page in the CRM using the 'Documents' option in the menu bar:
For more information on accessing documents in your CRM please see our article on Viewing the Documents Page.
Search is one of the most important functions in any CRM solution, and that is why your CRM provides a near-instant search capability.
Although you will come across different search and filter functions in different places in the CRM, the fastest way to get to an item you're looking for is to use the Global Search.
The Global Search box is located in the top navigation bar in the CRM, so you can always get to it quickly regardless of what page you're currently on:
You can use the Global Search box to find any information on your site which is searchable.
Once you’ve typed at least three letters in the search box, it will display the top matching results in a drop-down pick list.
The top results may be grouped in one of 4 categories, including Leads, Accounts, Tickets, and Documents:
For more information on Global Search please see our Global Search Field article.