User Tools

Site Tools


lead

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
lead [2019/06/12 20:42]
brittany
lead [2019/06/12 22:16]
brittany [Drip]
Line 22: Line 22:
 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 =====
  
Line 29: Line 29:
 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 =====
Line 39: Line 44:
 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 =====
Line 57: Line 66:
 ==== 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**.
Line 65: Line 74:
 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 ====
  
Line 96: Line 106:
 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.
Line 104: Line 114:
 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 ====
  
 If you have the texting tool activated, you can use this tab for texting your lead. You can either open the text chat box or opt out the lead of texting. If you choose to opt the lead out, a pop up confirmation box will appear. ​ If you have the texting tool activated, you can use this tab for texting your lead. You can either open the text chat box or opt out the lead of texting. If you choose to opt the lead out, a pop up confirmation box will appear. ​
  
-{{::text-tab.png?400|}} +{{::textyas.jpg?500|}}
- +
-==== Drip ====+
  
-If you don't have the email drip enabled, it will have the terms form that you can agree to (optional).+==== Bombbomb ====
  
 +If you have a Bombbomb account, you can send your leads a bombbomb. To learn how to link your bombbomb account with your CRM, click [[bombbomb|here]].
  
 +{{::​bombbombyas.jpg?​500|}}
  
-If you have the drip enabled, there will be a dropdown of the campaigns that you will create. 
  
  
lead.txt · Last modified: 2019/06/12 22:16 by brittany