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lead [2019/06/12 20:42] brittany |
lead [2019/06/12 21:57] brittany [Email] |
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Initially, the leads are sorted by **//Start Date//** [10] in descending order (most recent first). The sort criteria can be changed by clicking on any of the other column headings, and the sort order can be changed by clicking a column header a second time. | Initially, the leads are sorted by **//Start Date//** [10] in descending order (most recent first). The sort criteria can be changed by clicking on any of the other column headings, and the sort order can be changed by clicking a column header a second time. | ||
- | {{:leads-nav1.png?900|}} | + | {{::navigationleadstab.jpg?900|}} |
===== Finding Leads ===== | ===== Finding Leads ===== | ||
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You can also search through the leads by entering terms into the search field on the right to perform a simple search. For complex searches, click **Advanced Search** to expand the advanced form. Here you can set up several search criteria by filling out the drop-downs and other fields and clicking the **Search** button, all on a single row of the advanced search form. You can create several links to saved searches by specifying criteria in the advanced search and saving it. Note: The criteria for a given row isn't added until you click that row's **Search** button. | You can also search through the leads by entering terms into the search field on the right to perform a simple search. For complex searches, click **Advanced Search** to expand the advanced form. Here you can set up several search criteria by filling out the drop-downs and other fields and clicking the **Search** button, all on a single row of the advanced search form. You can create several links to saved searches by specifying criteria in the advanced search and saving it. Note: The criteria for a given row isn't added until you click that row's **Search** button. | ||
- | {{::leads-adv-search.png?900|}} | + | {{::savedsearchesrar.jpg?900|}} |
==== Saving Searches ==== | ==== Saving Searches ==== | ||
- | If you choose to save an advanced search, first, you'll be asked to name the search. Then, a new saved search link will appear near the top of the page. This saved search will look and work like the default saved searches (such as //New//), except you can delete it by clicking its X. | + | If you choose to save an advanced search, first, you'll be asked to name the search. |
+ | {{::savingsearchrar1.jpg?900|}} | ||
+ | |||
+ | Then, a new saved search link will appear near the top of the page. This saved search will look and work like the default saved searches (such as //New//), except you can delete it by clicking its X. | ||
+ | |||
+ | {{::deletingsavedsearchrar.jpg?900|}} | ||
===== Creating a Lead ===== | ===== Creating a Lead ===== | ||
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Usually, leads are generated automatically by user activity on the site. You can, however, create a lead manually by clicking the **New Lead** button from the **Dashboard** or the **New** button from the **Leads** tabs. This takes you to a lead creation form, with required fields marked with asterisks. Fill this form out to your satisfaction, then click **Save** to create the lead. If you're an admin, you may now [[settings#lead_assignment|assign it to someone]]. | Usually, leads are generated automatically by user activity on the site. You can, however, create a lead manually by clicking the **New Lead** button from the **Dashboard** or the **New** button from the **Leads** tabs. This takes you to a lead creation form, with required fields marked with asterisks. Fill this form out to your satisfaction, then click **Save** to create the lead. If you're an admin, you may now [[settings#lead_assignment|assign it to someone]]. | ||
+ | {{::newlead.jpg?900|}} | ||
===== Importing Leads in Bulk ===== | ===== Importing Leads in Bulk ===== | ||
Sometimes you will have the need to add more than one or a large number of leads to the Lead Manager. Maybe you are bringing over your existing client list, or collected a lot of contacts at an Open House. Whatever the reason you can accomplish this with our [[https://leads.realgeeks.com/lead_imports/new|Bulk Import Tool]]. Simply follow the instructions, you will download our template CSV file and copy over your existing leads in the correct format using a spreadsheet program like Excel or Numbers. The Bulk Import tool can also be navigated to via the [[https://leads.realgeeks.com/leads/new|New Lead Page]]. | Sometimes you will have the need to add more than one or a large number of leads to the Lead Manager. Maybe you are bringing over your existing client list, or collected a lot of contacts at an Open House. Whatever the reason you can accomplish this with our [[https://leads.realgeeks.com/lead_imports/new|Bulk Import Tool]]. Simply follow the instructions, you will download our template CSV file and copy over your existing leads in the correct format using a spreadsheet program like Excel or Numbers. The Bulk Import tool can also be navigated to via the [[https://leads.realgeeks.com/leads/new|New Lead Page]]. | ||
+ | |||
+ | To learn how to import your lead, click [[lead_manager:bulk_lead_import_tool|here]]. | ||
+ | |||
===== Lead Assignment ===== | ===== Lead Assignment ===== | ||
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==== Follow-ups ==== | ==== Follow-ups ==== | ||
- | You can schedule follow-ups right from the //Lead Detail// page. Click the **Schedule Follow-up** tab on the right side below the gray horizontal divider. Then fill in the fields and click //Save//. Here is an example follow-up: | + | You can schedule follow-ups right from the //Lead Detail// page. Click the **Schedule Follow-up** under the lead's main details. Then fill in the fields and click //Save//. Here is an example follow-up: |
- | {{::follow-up.png?350|}} | ||
Notice how a reminder will be sent to the user assigned to the lead. The user assigned to the lead is indicated in the drop-down labeled **User**. | Notice how a reminder will be sent to the user assigned to the lead. The user assigned to the lead is indicated in the drop-down labeled **User**. | ||
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Upcoming follow-ups are listed in the [[dashboard|Dashboard tab]]. Completed follow-ups are recorded in just above **Activity History** on the //Lead Detail// page. Both completed and upcoming follow-ups are listed in the [[calendar|Calendar tab]]. | Upcoming follow-ups are listed in the [[dashboard|Dashboard tab]]. Completed follow-ups are recorded in just above **Activity History** on the //Lead Detail// page. Both completed and upcoming follow-ups are listed in the [[calendar|Calendar tab]]. | ||
+ | {{::followuprar.jpg?600|}} | ||
==== Activities ==== | ==== Activities ==== | ||
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The manual activity types can be created from the //Lead Detail// page. To do so, make sure the **Activity** tab is selected. Then fill in the three fields and click the //Save// button. | The manual activity types can be created from the //Lead Detail// page. To do so, make sure the **Activity** tab is selected. Then fill in the three fields and click the //Save// button. | ||
- | {{::add-activity.png?300|}} | + | {{::activityrar.jpg?500|}} |
Previous activities for the lead in question are available under //Activity History// on the //Lead Detail// page. There is an Activity History search box, and the activities can be sorted by name or date. | Previous activities for the lead in question are available under //Activity History// on the //Lead Detail// page. There is an Activity History search box, and the activities can be sorted by name or date. | ||
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The Email tab will have a list of the template emails you create in your "Settings" > "Templates" > "Template Emails" | The Email tab will have a list of the template emails you create in your "Settings" > "Templates" > "Template Emails" | ||
- | {{::email-tab.png?400|}} | + | {{::emailrar.jpg?500|}} |
The "Standard follow up email" is an example email template that was created. | The "Standard follow up email" is an example email template that was created. | ||
+ | ==== Workflow ===== | ||
+ | |||
+ | The Workflow tab will have a list of the workflows you will create. This is only available if you have the drip feature activated (only after you have gone live!). | ||
+ | |||
+ | {{::workflowyas.jpg?500|}} | ||
==== Text ==== | ==== Text ==== | ||