In this article, you'll discover how to effectively handle your leads through our CRM system. We'll cover creating and accessing lead forms, working with the deal pipeline to track lead statuses, and managing scheduled tours. You’ll also learn how to send quotes to prospects and the steps for creating and reviewing those quotes. For a complete overview, you can read the full article or watch the video.
Handling your leads
To create your lead form you can refer to the Setting up your tour and lead form article.
To access your lead forms, navigate to the "CRM" section on the main page and select the "Lead forms" option.
Click the date field to select a date range
If you have more than one workspace select the one that you want to review by clicking the dropdown box located below the date selection
To review the leads submitted, click the "View" button located in each entry
Working with the deal pipeline
To access the deal pipeline, navigate to the "CMR" section on the main page and select the "Deal pipeline" option.
The deal pipeline provides an overview of the status of your leads. You can drag and drop each lead into the current status. The status available are:
No contact made: Every lead submitted in the leads form will be automatically set to this status
Contact made: Drag and drop your lead here after you make your first contact
Tour Scheduled: Drag and drop your lead here if a tour has been scheduled
Offer made: Drag and drop your lead here when pricing information has been shared
Deal won: Drag and drop your lead here when they have accepted to book your elements
Close lost: Drag and drop your lead here if the customer didn't book any of your elements.
On hold: Drag and drop your lead here to place it on hold for any specific reason
The statuses do not necessarily need to be used sequentially; you have the option to move your lead to any desired status.
To create a lead, click the "Add deal" button located at the top right part.
To edit a deal, click on it, click the Actions button, and click Edit
to delete a deal, click on it, click the Actions button, and click Delete
Reviewing your tours booked
To create and modify your tours you can refer to the Setting up your tour and lead form article.
To access the tours information , navigate to the "CRM" section on the main page and select the "Scheduled tours" option.
Click the date field to select a date range
If you have more than one workspace select the one that you want to review by clicking the dropdown box located below the date selection
To review the details of a booked tour, click the 3 dots button located in each entry, and then click "View details"
In the tour summary view, you have the option to Re-schedule and Cancel the tour
Sending a quote to prospects
To access quotes , navigate to the "CMR" section on the main page and select the "Quotes" option.
To create a quote:
Click the "Create a quote" button located at the top right corner
Type and select the account that you want to create the quote for
You will be switched to Quote mode
Quote mode only applies to the "Plans, products, passes" under the "Billing & products" section
You can exit the Quote mode at any time by clicking the "Exit quote mode" button or by going to any other section from the main menu.
Proceed to add the plan, product, or pass that you want to create the quote for
For additional information you may refer to the Selling and managing plans, services, products, and passes article.
After you have added your product(s) to the cart, proceed to checkout, review your information, and click "Create a quote"
You will be taken to the Quote information
Confirm that the information is as intended and click Send
Review the final information and click "Confirm"
Archie tip: If you want to present different commitment length prices, you will have to create one quote for each length
Follow our next article to manage your community.
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