Updating and Progressing Leads

Your CRM provides you with all the lead management tools you need in order to maximize your sales reps' efficiency and close new accounts quickly.

The tools include:

Lead Status Management
Lead Assignment
Lead Actions (Duplicate, Link, Board)
Proposal Generator
Lead Campaigns and Lead Sources
Lead Tasks and Appointments
Lead Notes, Attachments, and Recordings

You will find most of these tools in the widgets on the right side of the lead form (except for the lead Notes, Attachments, and Recordings, which are integrated into the lead form itself):

Lead Status Management

As the lead is being progressed, you can advance the lead through the different sales stages by changing the lead's status in the Current Lead Status widget:

To move a lead into a new status, click on the Category drop-down, select the appropriate status to move the lead into (e.g. "Hot Lead"), and click Save:

If needed, you can also view the lead's change history by clicking on the Activity Log link (which brings up the lead's activity log in a popup window):

Administrator users will also see an Edit link in the Current Lead Status widget, which enables them to customize the lead status states according to ISO's preferences:

Lead Assignment

Leads may be assigned to one or more users who are in charge of progressing the lead.

To assign a user to a lead, simply select the user in the Assigned Users widget, and click Assign:

The selected user will now receive an automatic email notification to inform them of the new lead assignment. If you don't wish to notify the user, then un-select the Notify user by email check-box in the widget before hitting the Assign button.

All assigned user(s) are listed in the Assigned Users widget. To un-assign a user, simply click on the red Delete icon next to the user's name:

Lead Actions

In the Actions widget, you may duplicate a lead, link the lead to a merchant account, or board the merchant:

Duplicate: This action creates a new lead that is a copy of the previous one. A popup window allows you to select all of the items that will be copied to the new lead, as well as select the new lead's status:

Link: This action links a lead to another lead or to a merchant account. After a lead is linked to another lead or a merchant, the linked entity will appear in the Associated Merchant & Lead Records widget.

More Info: Linking Leads to Merchant Accounts

Board Merchant: - This action will open the TurboApp where a merchant application can be submitted to the processor (available only on the CRM sites that have integrated processors).

More Info: TurboApp

Proposal Generator

The Proposal Generator enables sales reps to automatically generate proposals based on the fees and rates that are specific each merchant, in order to give the merchants a concrete example of the contract they are offering:

Once a proposal has been generated it will be attached to the Documents tab on the lead, from where it can be viewed, downloaded, or revised.

More Info: Creating Merchant Pricing Comparisons in the Proposal Generator

Lead Campaigns and Lead Sources

If the lead originated as part of an organized company campaign (e.g. mass mailings, add buys, etc), the name of the specific campaign will be found in the Assigned Campaign widget:

If needed, you can change the lead's assigned campaign by selecting a different one from the campaign drop-down menu.

Administrator users will also see an Edit link in the Assigned Campaign widget, which enables them to customize the lead campaigns according to ISO's preferences:

A similar widget is provided for managing lead sources:

The Assigned Lead Source widget enables sales representatives to select where the lead originated (e.g. Yelp, referrals, etc).

More Info: Grouping Your Leads: Campaigns and Sources

Lead Tasks and Appointments

The Tasks widget allows you to schedule tasks and appointments right from the lead page:

The added events will be displayed both on the lead and in the CRM Calendar.

More Info: Calendar Events

Lead Notes, Attachments, and Recordings

At the bottom of your lead form, you'll find the Notes, Attachments, and Recordings tabs.

These tabs allow the sales reps and other people associated with the account to keep track of all the information they gathered throughout their relationship with a merchant in one place.

The Notes Tab

The Notes tab allows you to easily and quickly post a new note, as well as to edit and manage existing notes:

More Info: Adding Notes for Leads & Merchants

Tha Attachments Tab

The Attachments tab is where you can store documents, applications, proposals, or other lead-related files:

The files can either be generated directly in the CRM (e.g. when generating an E-Signature application for your lead) or they can be uploaded from your PC.

Users may also email each document from the Attachments tab by clicking the Email button next to the name of the saved document. This action will automatically launch a new email with the selected document attached.

The Recordings Tab

The Recordings tab is available to clients that have the CRM Dialer enabled.

On this tab you'll find the recordings of inbound or outbound calls made with the leads:

You can use the built-in player to listen to the recordings, and options are also available to delete, upload, or add recordings.