Leads

The Leads tab in AML Pulse provides a centralized platform for managing your sales pipeline. It allows you to track the progress of potential customers from initial contact to closure.

Leads Table

The Leads table displays a list of your leads in a tabular format. Each row represents a single lead and includes the following information:

• Name: The name of the lead.

• Subject: The title of the lead.

• Stage: The current stage of the lead in the sales pipeline. Possible stages include New Lead, Conversion, Follow-Up, and Closing.

• Users: The staff member assigned to the lead.

• Manage: A menu with two options: View and Edit.

Viewing Lead Details

To view the details of a specific lead, click on the “View” option under the “Manage” dropdown menu. This will open a new window with detailed information about the lead, including:

• General: Provides an overview of the lead, including name, subject, stage, users, and creation date.

• Sources: Lists the sources from which the lead originated, such as website, referral, or email.

• Tasks: Displays a list of tasks associated with the lead, including due dates and completion status.

• Discussion: Allows for internal communication and collaboration regarding the lead.

• Notes: Provides a space for adding notes and comments about the lead.

• Files: Enables uploading and managing files related to the lead.

• Call Reports: Logs details of call interactions with the lead.

• Activity: Displays a timeline of recent activities related to the lead.

Editing Lead Details

To edit the details of a specific lead, click on the “Edit” option under the “Manage” dropdown menu. This will open a new window where you can modify the lead’s information, including name, subject, stage, and assigned user.

Managing Leads

The Leads tab allows you to effectively manage your sales pipeline by:

• Tracking lead progress: Monitor the movement of leads through the sales pipeline to identify opportunities and bottlenecks.

• Assigning leads: Assign leads to specific staff members based on their expertise and availability.

• Viewing lead details: Access comprehensive information about each lead to make informed decisions.

• Communicating and collaborating: Utilize discussion threads, notes, and call reports to collaborate with team members and stay updated on lead progress.

• Managing tasks: Assign and track tasks related to each lead to ensure timely follow-up and action.

• Attaching files: Upload and manage files relevant to each lead, such as proposals, contracts, or supporting documents.

• Reviewing activity history: Track recent interactions and activities associated with each lead to stay informed and make informed decisions.