Lead Manager

Lead Manager will help you efficiently track and nurture leads all in one place, simplifying the journey from lead to loyal customer. This feature centralizes the lifecycle from lead to customer within one system of record, streamlining your workflow, improving communication, and allowing for more accurate financial forecasting and marketing analysis.

Table of Contents

1. Creating Leads
2. Lead Manager
3. Lead Status
   • New Lead
   • Work Lead
   • Convert Lead
   • Kill Lead
4. Search, Filter, Sort, or Export Leads List 

Creating Leads

We have made creating leads as quick and easy as possible. While more information is always best, sometimes you only have a little data up front so we only require a name to create a lead. Other personal, project, and lead quality details are optional. 

Embedding a Lead Capture Form on Your Website

You can generate a Lead Capture Form in the system and embed it directly onto your website to collect prospect information. To set up your form and manage settings, click here to visit the Settings section for detailed instructions.

Mannually Adding Leads

1. Use the Quick Add button in the upper right corner of the system or use the navigation menu to select CRM, then Leads.
2. Click New Lead to create a new lead.
3. Complete the required fields.
   • Contact (required)
     • First Name
     • Last Name
4. Complete any optional fields as necessary. 
   • Contact (optional)
     • Business Name, email, and Phone
   • Location
     • Address, City, State, and Zip Code 
   • Details
     • Lead Type: Select the applicable type the lead is interested in to help with forecasting and general workflow. Primary users can manage the Lead Type list from the Company Profile. If you would like to learn more about setting this up, you can visit our Company Settings Help Center Article.
     • Priority: Assign a Hot, Warm, or Cold priority to the lead to indicate where they are in the buying journey. 
     • Assigned To: The user who is responsible for working the lead. Note: names in this drop-down are pulled from the active users for your company. 
     • Marketing Source: Select how the lead heard about you. These options are the same as the ones shown on the Customer intake form and are fully customizable within the Marketing tab. You can learn more about managing these options in our Help Center article, Marketing. 
     • Notes: Add any comments or information you want to include with this task, and use the toolbar to add formatting such as bullet points, bold text, and more.  
5. Click Save.  

Lead Manager

The Leads page of the system allows users to see their full lead list and filter the view. 

• Search: Type keywords into the search bar to quickly find a lead you are looking for.
• Export CSV: Click this option to download the current table into a CSV file. 
• Show All Leads: Click this option to view a list of all New, Working, Converted, and Dead leads.
• Hide Dead/Converted Leads: Click this option to remove visibility to the leads with a status of converted or dead and only show a list of New and Working leads. 
• Sort Columns: Sort any column by clicking the up and down arrows next to the column title to sort the table by that column's options. Hold the shift key to select multiple columns for the sort.
• Table Row: Click anywhere on the table to see that particular lead's details. This view provides a snapshot of the lead information and the ability to edit the lead, change the status (Work, Convert, or Kill), and create or view associated tasks. 

• Action Menu: Select the 3-dot menu to View Details (explained above), Work Lead, Convert Lead, Kill Lead, or Edit the lead information. In addition, primary users may Delete leads from this menu. As with any edits, be sure to click Save where applicable. 

Lead Status

The lead status ensures each lead moves through the lead funnel in an organized way, and the table shows only viable leads. 

New Lead

When a new lead is entered into the system, it is automatically assigned the New lead status. This lets users know that they have something new to review and start working. Once the status is changed to something else, it can not be labeled as New again. 

Work Lead

When a user is assigned a New lead, they can change the status to Working to note that they are attempting to connect with the lead and move them to the next steps. Users can continue to update the lead information, quality, and status or add notes about the lead as they work towards converting the lead into a customer. 

• Assign the Working status to a lead by either clicking on the table line to see the Details window or selecting the 3-dot action menu to the right of the table line. 
• Click Work.
• Add any notes you want to add to the lead to document progress.
• Click Save.

Convert Lead

Once a lead becomes a viable opportunity, you can move it into the customer portion of the system. Contacts are usually a real opportunity when they schedule a live evaluation and request a bid. When this happens, you can convert the contact into a customer without losing any of the previously captured information and notes. 

• Convert a lead by either clicking on the table line to see the Details window or selecting the 3-dot action menu to the right of the table line. 
• Click Convert.
• Ensure all required fields for creating a customer are filled in properly and make any edits to the information pulled from the lead data. Add optional information, schedule an appointment if desired, and click save. Read more about creating a customer from our Customer Help Center article. 

Kill Lead

As users work the lead, they might discover it is not a viable opportunity and decide the lead is dead. In this instance, users can update the status by selecting to kill the lead. 

• Convert a lead by either clicking on the table line to see the Details window or selecting the 3-dot action menu to the right of the table line. 
• Click Kill.
• Add any notes you want to add to the lead to document progress.
• Click Save.

Search, Filter, Sort, or Export a Leads List

The table allows you to quickly search, filter, sort, and export data to find the information you need.

Searching and Filtering Data

1. Use the Search Bar – Click into the Search bar at the top of the table and type a keyword (e.g., customer name, city, etc) to find relevant entries. Try to use at least 2-3 letters or numbers without special characters to get better results. 
2. Apply Filters – Click the funnel icon within the Search bar to refine results using specific criteria, such as:
   • Status is equal to In Progress
   • Salesperson is equal to Felipa Franecki
3. If more than one filter is applied, the system will produce only results that are true for all filters. 

Sorting Data

1. Click the arrows next to any column heading to sort the table in ascending or descending order.
2. Sorting applies to numerical, date, and text-based columns.

Exporting Data

1. Click the Export button in the upper-right corner of the table.
2. The data will be downloaded in a compatible format for further analysis or record-keeping.