In order for the deal to go through all the stages of the funnel and be won, it is necessary to establish connections with clients. And this always requires first contact with them. It characterizes the lead as an element of CRM.
So, a lead is a prospective client, he/she is not yet a consumer of your services or goods, but is already on this way. This means that he/she is interested in further cooperation and has provided the company with his/her certain contact details. And now you have a lead, the very first contact that can become the basis for expanding the client base and successful sales.
How to add leads?
To manually add leads to your base, click on the corresponding button. It is available both in the List and when working with leads on the Kanban board.
The form for creating a lead will open.
First, you need to specify the name of the lead (1), select the funnel and the stage (2) as well as assign a person responsible (3).
❗️However, the name may be automatically filled out based on the Last Name and First Name fields in the standard About lead section after saving the element.
The system will notify you of an error if you try to save the lead without filling out any of these fields.
Next, you need to fill out the fields contained in the card sections.
☝🏻Please note that by default the lead has its own standard set of fields. But every Space user who has access to work with this CRM entity can customize the appearance of the lead card to their preferences. That is, to arrange the fields in the desired sequence, remove unnecessary ones from the section and replace them with other fields. Create new sections or delete the existing ones.
Therefore, the appearance of the creation form will depend on the CRM card appearance settings for the lead. You can read more about this in the following article.
We will show how to fill out the fields for the standard appearance of the lead card.
First of all you need to add basic information about the new element in the About lead block. Enter all the contact details as the Last Name, the First Name and the Middle Name.
If needed, link the lead to existing contacts or a company.
Alternatively, you can create new ones right away.
🔍 For more details on creating a contact in the cards of other CRM elements, you can read in the following article.
🔍 For more details on creating a company in the cards of other CRM elements, you can read in the following article.
Additionally, if the lead is linked only to an existing contact and there is no associated company in your database, and you don't intend to create it as a separate element, just enter the company name.
If you know the person's position, add that information as well.
You can also specify social networks. For example, Facebook, Instagram, Telegram, Twitter, Viber, Whatsapp, LinkedIn.
Click Add and select the desired one from the list.
Specify the contact phone number and select its type: Work, Mobile or Home.
If you need to change the country code, click on the flag and select the required option from the list.
If you know several phone numbers and want to specify them all, then click Add.
You can also specify an email address and select its type. It can be Additional address, For mailings and Work.
It is possible to specify several email addresses.
If necessary, you can write a comment in the Additional block. The text in it is formatted using the built-in editor.
Also, if you know where the lead is from, specify the Source. It can be a Call, Link, Email, Advertisement, Partner, Recommendation and Other.
And also specify the Type of the lead to characterize your relationship with it and outline its place in your database. You can select from the following options: Unknown, Active client, Hot lead, Warm lead, or Cold lead.
When all the fields you need are filled out, click Save.
After that, you can start working with this lead.
It will also be displayed in the List and on the Kanban board.
Quick form of adding leads
In addition to the full form, where we can enter all the information in the appropriate fields, there is also a quick form. It is available when working on the Kanban board.
So, to add a new lead, click on the plus icon under the name of any stage.
A form will open where you can fill out basic details such as Lead name, Name, Phone and Source. To save the lead, press Enter (Return) on the keyboard or click the Create button.
💡 In our example, the quick lead creation form includes the sum and currency fields. This is due to the enabled support of products option in the settings.
🔍 You can read more about products in leads in this article.
After that, it will be displayed on the Kanban board.
Go to the element card and enter all the necessary data.
Save and the lead is ready for further work with it.
Automatic addition
Uspacy has the opportunity to connect telephony to your Space. Thereby automating the addition of leads to your database.
You can read more about connecting telephonies in the following articles ⬇️
Each telephony system has an Integration with CRM settings block, where you can select which entities to create for different types of calls. One of the options is to create a Lead.
Working in external chats also allows you to automate the addition of leads to the Workspace.
You just need to set up and connect third-party services to Uspacy to handle client requests. More details in the articles below ⬇️
Thanks to the option for establishing connections between external line channels and the CRM, it is possible to select which new entity elements will be automatically created based on incoming or outgoing emails. One of the options is the creation of a Lead.
So, when you open a new chat and go to the CRM connections block, you’ll see this new lead. The system has automatically created it and linked it to the conversation.
Similarly, with the option to link email and the CRM, you can select which new entity elements will be automatically created based on incoming or outgoing emails. One of the options is the creation of a Lead.
So, when you open an incoming or outgoing email and go to the CRM connections block, you’ll see this new lead. The system has automatically created it and linked it to the email in the mailbox.
Additionally, if you have your own custom CRM form, you can use the API to configure data transfer from that form to your Uspacy Workspace, including lead data.
If you have additional questions or you need to contact the support, send a request to this email [email protected]