Leads Module

A lead funnel is a process where a potential customer becomes aware of your products and services, shows interest, and hopefully moves through the funnel as a paying customer.  The Sandbox funnel provides a visual representation of your leads allowing you to easily manage different campaigns and levels of importance which hopefully leads you to a high conversion rate.

Lead Stages

The stages and number of stages are customizable to meet your needs. You can promote (or demote) each Lead through the funnel as needed with a next action date which makes sure it doesn't get lost.  The colour of each stage is visualized throughout the Lead screen.  As seen in the screenshot above the funnel on the left is coloured according to the stage as are the lead bubbles in the chart and the stages in the grid.    

Lead

▶

Contact

▶

Quoted

▶

Review

Lead Funnel

The lead funnel, also colour coded, will show you what dollar value you currently have open in the funnel in total and by team member (sales person).  The displays can also be filtered by lead campaign to see total value and team member values. 

Lead Functionality

Each Lead can be assigned to a person, customer, or prospective customer (Company).  The amount of information you want to collect for each lead is customizable.  Already built in are tracking activities (with email notification within your company), unlimited attachments, add contacts, the ability to follow events (quote, invoice) directly from the lead.  A schedule/calendar can also be integrated to your lead module that is linked to each lead.

Lead Tracking

The lead module visual gives you a quick an easy way to manage your leads by specific time period to stay on top of potential sales.  Won and Lost leads can also be reviewed once they leave the funnel.

 

• Related Articles

• Leads Overview

  Please click the link below to go through an overview of the Leads screen and it's functionality. https://app.arcade.software/share/vEdJDYouiY8LHrOjpKwx

• Review Closed/Won Leads

  Once a lead has been Won or Closed the leads are accessible by clicking on the Closed on Won stage box at the top of the browser. The leads will open in a window and can be accessed by double-clicking on a lead. Once open, the lead can be reopened by ...

• View and Edit Lead

  Let's understand what we are looking at when viewing the Sales>Leads screen. The left panel of this screen displays a filterable pipeline value by team member and monthly estimated value.  To filter simply click on the segment and the data showing on ...

• Create Lead

  There are 2 ways to create a lead. You can either "Create a Lead" from the Sales>Leads screen using the "Create Lead" button. OR you can create a lead from a Company record using the Create Lead button. This will open a new lead screen.  Simply fill ...

• Settings and Permissions

  At least one user in your organization will have access to the Settings and Permissions App. This user will be able to add new users, grant permissions, and update system lists in your environment. User Administration Under Security, you will be able ...