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 Linking
- Lead Assignment
- Lead Actions (Duplicate, Board, Manage Fields etc.)
- Proposal Generator
- Lead Groups, Campaigns, and Sources
- Lead Tasks and Appointments
- Lead Notes, Attachments, and Recordings
You will find most of these tools in the collapsible 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 category and status near the top of the lead page:
After the lead is linked, you can view and manage the linked record(s) by clicking on the same link next to the lead's name:
More Info: Linking Leads to Merchant Accounts
- Duplicate the lead
- Board the merchant to a processor using the TurboApp
- Edit the lead fields layout
- Delete the lead
- Add or remove lead fields
- View the lead's activity log and field revisions
Lead Groups, Campaigns, and Sources
Lead Tasks and Appointments
Lead Notes, Attachments, and Recordings
The Notes, Attachments, and Recordings tabs are located on the lead form, either on the top or bottom tabs (depending on how you configured your lead):
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 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
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 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.