Lead Details
What are lead details? Can I edit them?
Monique Le Roux
Last Update a month ago
When you click on a lead name in either the list view or card view, you'll be presented with this page.
This is what your lead details will look like:
From here, you can do a few things:
You can begin a cold call or a canvass (cold) meeting. All you need to do is click on the relevant icon.
This is the cold call button:
This is the canvass meeting button:
Once you've clicked on either icon you'll be able to take notes and alter information based on the conversation had with the lead.
You can also:
Alter the Lead name
Change their status
Alter the Opportunity Value
Add Notes to the Lead
Assign the Lead to another user within your Organisation
Set them to DO NOT CONTACT - this removes them from your visible leads
By clicking on Lead Quality:
You can select how applicable your service is for the lead on a scale of 1 - 10. Each half-star is a point.
You can use the checkbox below to select whether you have made contact with a decision-maker or not.
You can also select where the Lead came from, from a drop-down of pre-loaded Sources.
By clicking on Contact Info:
You can add the contact information you have gathered during your canvassing.
By scrolling to the very end, you can see any communication that has happened with the Lead from the first contact.
You can also delete the lead - by clicking on the red bin icon.
You can convert them to a prospect, by clicking Interested and completing the form.