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lead [2019/06/12 21:02]
brittany [Creating a Lead]
lead [2020/05/28 20:24] (current)
michaels
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 +#redirect https://​support.realgeeks.com/​hc/​en-us/​articles/​360038408653-Leads-Tab
 ====== Leads ====== ====== Leads ======
  
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 If you choose to save an advanced search, first, you'll be asked to name the search. ​ If you choose to save an advanced search, first, you'll be asked to name the search. ​
  
-{{::​savingsearchrar1.jpg?​700|}}+{{::​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. 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?​700|}}+{{::​deletingsavedsearchrar.jpg?​900|}}
  
 ===== Creating a Lead ===== ===== Creating a Lead =====
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 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 ====
  
 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.1560373340.txt.gz · Last modified: 2019/06/12 21:02 by brittany