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:
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Name: The name of the lead.
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Subject: The title of the lead.
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Stage: The current stage of the lead in the sales pipeline. Possible stages include New Lead, Conversion, Follow-Up, and Closing.
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Users: The staff member assigned to the lead.
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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:
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General: Provides an overview of the lead, including name, subject, stage, users, and creation date.
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Sources: Lists the sources from which the lead originated, such as website, referral, or email.
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Tasks: Displays a list of tasks associated with the lead, including due dates and completion status.
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Discussion: Allows for internal communication and collaboration regarding the lead.
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Notes: Provides a space for adding notes and comments about the lead.
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Files: Enables uploading and managing files related to the lead.
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Call Reports: Logs details of call interactions with the lead.
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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:
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Tracking lead progress: Monitor the movement of leads through the sales pipeline to identify opportunities and bottlenecks.
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Assigning leads: Assign leads to specific staff members based on their expertise and availability.
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Viewing lead details: Access comprehensive information about each lead to make informed decisions.
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Communicating and collaborating: Utilize discussion threads, notes, and call reports to collaborate with team members and stay updated on lead progress.
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Managing tasks: Assign and track tasks related to each lead to ensure timely follow-up and action.
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Attaching files: Upload and manage files relevant to each lead, such as proposals, contracts, or supporting documents.
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Reviewing activity history: Track recent interactions and activities associated with each lead to stay informed and make informed decisions.