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Lead Management

Instructions for managing potential customer (Lead) information in the CRM system.

  • Track and manage potential customer information
  • Convert Lead to Customer
  • Track interaction history

Access the Leads list screen.​

  • On the list screen, click Partners -> select the Customer Leads Tab.

lead_enter_lead_list.gif

  • Customer Lead screen:

lead_list.png

Enter Customer Lead/Agent Approach information​

Create new Customer Lead​

  • Click the + Customer Lead button to create a new Customer Lead.

lead_create_customer.gif

  • New Customer Lead creation screen:

lead_create_customer_form.png

Note: When entering the tax code, you may encounter a warning screen as below..
This is a warning that the Lead already exists in the system and is being followed by another salesman.

lead_create_customer_validate.png

Create new Agent Approach​

  • Click the + Agent Approach button to create a new Agent Approach.

lead_create_agent.gif

  • New Agent Approach creation screen:

lead_create_agent_form.png

Manage Lead list​

Search and filter (Pending)

Check if Lead already exists in the system?

lead_check_by_taxcode.png

Enter Tax Code then click the Check button to verify.

  • If the Lead does not exist in the system, the screen will display the message: No partners found with the provided tax code.
  • If the Lead already exists, the screen will display the existing Lead information.

lead_check_by_taxcode.gif

Update information, convert Lead to Customer

  • Edit basic information

lead_edit.gif

  • Update Lead Rating

    • Update individual Lead

    lead_update_rating_individual.gif

    • Bulk update

    lead_update_rating_multi.gif

  • Update status

lead_change_status.gif

  • Add notes/interaction history

lead_event.gif

  • Convert Lead to Customer, request to BFSOne

lead_transfer.gif