When a new lead A lead is a possible sale opportunity for a new or existing client. arises, you will normally track it by creating a lead from scratch in the Lead manager. You can then progress the lead through to a quote or estimate and to a job in due course.
However, you may already have a number of quotes or estimates in that were not based on leads. You can retrospectively create leads from existing quotes or estimates.
Once these quotes or estimates are in the Lead Manager, you can monitor their progress as though they were created there originally.
Create a lead
To create a lead from scratch:
- Do one of the following:
- On the Dashboard, click + Quick Add and select + Create new lead.
- In the Business menu, select Leads > + Create New Lead.
- On the New Lead screen, enter the information about your lead. For further details, see Data field reference, below.
-
Save your changes.
- The State of the lead is set to Active.
- The Lead Manager, lead dashboard screen is displayed.
Edit a lead
To edit a lead:
- In the Business menu, select Leads.
- On the Lead Manager screen, make sure that a suitable tab (Active, All Leads or My Leads) is selected.
- Drill down on the name of the lead that you wish to edit.
- On the lead information screen, change or update the information about your lead. For further details, see Data field reference, below.
- Save your changes.
Data field reference
The order and number of data fields is slightly different depending on whether you are creating or editing a lead.
| Field | Description |
|---|---|
| General | |
| Client |
The client that this lead is for. If the lead is for:
|
| Contact |
The name of the client/prospect's contact person. Select the contact from the drop-down list, as required. |
| Name |
The name to use for this lead. The name should be unique and descriptive. When this lead is won, this will become the name of the job. |
| Estimated Value |
An estimated value for the business generated by this lead. |
| Template |
(Displayed only when creating (not editing) a lead). A lead template A Lead template allows you to identify pre-defined activities that need to be carried out as you progress each lead. Each lead template can specify the activities for a lead relating to a specific type of work. Using pre-defined activities results in each prospect moving through a consistent sales process – leaving nothing to chance. to use as the basis for the lead you are creating. If you wish to use a lead template, you must create it beforehand. |
| Lead Date |
The date that the lead was entered into . Defaults to today's date. |
| Details |
A detailed description of the lead. |
| Category |
A lead category Lead categories are used to group leads for reporting purposes. For example, they could be used to identify the probability of a lead becoming a job: Hot, Warm, Cold, or the type of work this lead relates to: Website, Brochure, Annual accounts, Property maintenance. for this lead, if applicable. If you wish to use lead categories, you must create them beforehand. |
| Owner |
The staff member responsible for this lead. Select the staff member from the drop-down list. |
| Estimated Start Date |
Estimated start date of the lead's project. Select the from the pop-up calendar. |
| Estimated Duration (weeks) |
Estimated duration of the lead's project in weeks. |
| Collaboration Manager Email |
(Displayed only when editing (not creating) a lead). The automatically generated email address of the inbox for the lead. An email sent to the address is delivered directly to the Notes tab of the lead. Any attachments are delivered to the Documents tab of the lead. Click Email to open your default external mail client so that you can send an email to the address. Click Copy to copy the email address into the clipboard. |