Leads Overview | Everything you need to know
We'll cover
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How can you use Leads in Clientjoy?
Managing sales pipeline in stages
Tracking the Source of Leads
Tracking the Deal size of each lead in the Pipeline
Managing Leads through Tags
Saving notes
Saving Files of a Lead
Sending Proposals
Integration with other tools [Coming soon]
Winning or Losing a Lead
How can you convert the Lead to a Customer?
Note > Only Lead information is transferred to the Customer. Notes and Files aren't transferred to the new customer data.
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How can you use Leads in Clientjoy?
Managing sales pipeline in stages:
You can add your leads and assign them to different stages as per the interaction you had with the leads. In this way, you can manage them better.
Tracking the Source of Leads
You can add leads on the dashboard along with their sources so that you may have an idea about how you acquired the lead and later if you want to track you can do that easily.
Managing Leads through Tags
You can put a tag on your leads. Tags basically act as identifiers that later can be used for the filter and searching your leads.
Saving notes:
With Clientjoy under the lead contact section, you can save notes which can be some important points of your last conversation that you want to refer to in the future.
Click on the Lead name.
Click on Notes
Saving Files of a Lead
In order to save a file for a lead
Click on Lead Name
Click on Files.
Click on + New File.
Sending Proposals
Click on the lead Name.
Click on Proposals
Click on New Proposal
Winning or Losing a Lead
There are two pre-defined stages of the Lead i.e. Won and Lost.
If the lead is closed i.e. when the lead becomes your customer you can change the final stage of the lead to won. If not then you can change the stage to Lost.
In order to change the Lead status to won or lost:
Click on Lead from the listing.
You can choose the stage won or Lost from the top right corner.
How can you convert the Lead to a Customer?
In order to convert the lead into a customer:
Click on the lead name.
Choose the ellipsis icon from the right top corner.
Select convert to a customer.
Please feel free to write us at support@clientjoy.io
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