Adding a New Lead

After completing this lesson you should be able to:

- Define when a contact can be classed as a Lead.

- Detect potential duplicate records

- Enter  relevant contact details.

- Save the record

Scenario: You get a new enquiry referred from a member. You are going to add a new Lead, update the fields from the information you currently have and then schedule a follow-up call.

What is a Lead?

A Lead is a record you need to qualify to see if there is any opportunity for a sale. Often a Lead will initially just be a name and a piece of contact information e.g. referral names, guests or lists purchased from third parties. Once the Lead is qualified and has potential, you can promote them to a Prospect or Member. If there is no further opportunity you can either leave the contact in the Leads area for archiving and reporting purposes or deactivate them.

Create a new blank record

Create a new blank record

Click the New Lead option on the toolbar to create a new, blank record.

Duplicate Detection

Duplicate Detection

Once you have clicked on the "New Lead" button the above duplicate detection screen will appear.

The detail you type into the fields in section (1) will be used to detect potential duplicates across all contact types as long as (2) is ticked and across sites as long as (3) is ticked.

The fields the system uses for duplicate detection can be amended in the data quality section of settings in the membership client.

Duplicate Record Detected

Duplicate Record Detected

If an existing contact record contains data that matches the details you have typed into the duplicate detection screen, the above screen will appear.

From here you are able to view the basic details of the potential duplicate to aid you to determine whether this is an actual duplicate or not.

The two options are to (1) use the detected duplicate record which will allow you to work with the existing record or (2) to create a new record based on the data entered in the duplicate detector.

Add your information to the General Tab fields

Add your information to the General Tab fields

Red - Mandatory fields which must be filled in before the record can be saved.

Blue - Recommended fields which should be filled in but aren't mandatory.

Setup Contact Permissions in the Administration Tab

Setup Contact Permissions in the Administration Tab

Preferred Method - from the dropdown list choose how the Lead would like to be contacted e.g phone, email etc.

Contact Preferences - Select which communication channels the Lead has given permission for you to use. For example if Do Not Allow is selected in Email, you won't be able to send the Lead an email from inside the system.

Click Save to show the extra Contact Tabs

Click Save to show the extra Contact Tabs

Note: In order to save the record you will need to ensure that all mandatory fields are completed, and that a piece of contact information has been added i.e postcoded address, phone number or email address.

Clicking Save Will save the record and keep it open for further editing, clicking Save and Close will save the record and return you to the main application screen.

The saved record, complete with extra tabs for Activities, Notes/History, Relationships and Lists.

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