Lead Settings

Overview: The Lead Settings section allows you to manage and customize how leads are handled within your organization. Define lead sources, pipelines, deal agents, categories, and round-robin distribution to streamline lead management and improve efficiency.

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Key Features

• Lead Sources: Track where leads originate (e.g., Email, Google, Facebook).

• Deal Pipeline: Visualize the stages of a lead’s journey from initial contact to closing.

• Deal Agents: Assign agents to manage and track leads.

• Deal Categories: Categorize leads based on their type or priority.

• Round-Robin Distribution: Allocate leads evenly among team members.

• Customization: Edit and adapt settings to meet your organization’s needs.

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1. Lead Sources

• Purpose: Identify and track the origin of leads.

• Common Lead Sources:

  • Email: Leads generated through email campaigns.

  • Google: Leads from Google searches or ads.

  • Facebook: Leads from Facebook ads or interactions.

  • Friend: Referrals from existing clients or contacts.

  • Direct: Leads who contact the organization directly.

  • TV: Leads from TV advertisements.

• How to Manage Lead Sources:

  1. Navigate to Lead Settings > Lead Sources.

  2. Add, edit, or delete lead sources as needed.

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2. Deal Pipeline

• Purpose: Visualize the stages a lead goes through before becoming a customer.

• Stages:

  • Initial Contact

  • Qualification

  • Proposal

  • Negotiation

  • Closing

• How to Set Up:

  1. Go to Lead Settings > Deal Pipeline.

  2. Define the stages and customize them based on your sales process.

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3. Deal Agents

• Purpose: Assign team members to manage and track leads.

• Features:

  • Assign leads to specific agents.

  • Track agent performance and lead progress.

• How to Set Up:

  1. Navigate to Lead Settings > Deal Agents.

  2. Assign agents to leads or pipelines.

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4. Deal Categories

• Purpose: Categorize leads based on their type, priority, or other criteria.

• Examples:

  • New Leads

  • High-Priority Leads

  • Follow-Up Required

• How to Set Up:

  1. Go to Lead Settings > Deal Categories.

  2. Add or edit categories to organize leads effectively.

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5. Round-Robin Distribution

• Purpose: Allocate leads evenly among team members in a cyclic manner.

• How It Works:

  • Leads are assigned to agents in a rotating order.

  • Ensures fair distribution of workload.

• How to Set Up:

  1. Navigate to Lead Settings > Round Robin.

  2. Enable Round Robin and configure distribution rules.

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6. Customization

• Purpose: Adapt lead settings to meet your organization’s unique requirements.

• Features:

  • Edit lead sources, pipelines, categories, and agents.

  • Modify Round Robin rules for fair lead distribution.

• How to Customize:

  1. Go to Lead Settings > Customization.

  2. Make changes as needed and save your settings.