Adding & Assigning Leads

How to add leads and assign them to your sales agents

Ryan Mattock avatar
Written by Ryan Mattock
Updated over a week ago

Adding and assigning leads to your agents is a breeze. Track activity pertaining to your leads in the 'Leads' screen or visually see what stage your leads are at in the 'Sales Pipeline' screen.

Add a new lead using the 'Quick Add' button at the top of your screen.

On your lead screen you'll be able to see:

  • The status of each of your leads

  • The name of the lead

  • Which of your sales opportunities it's assigned to

  • The sales agent it's assigned to

  • The stage in the sales pipeline it's currently at

  • The status 'open' or 'closed'

  • Estimated date to close (if applicable)

  • A confidence % (if applicable)

  • The value of the lead in the currency the customer will pay in

  • Activity frequency you expect if it's been created by you and assigned to a sales agent you're working with

Click on the name of the lead to open and add or edit details for that lead. You're now inside of that lead and here you can:

  • Edit the anticipated value of the lead

  • Assign a confidence %

  • Add an estimated close date

  • Add or assign new contacts or organisations to the lead

  • Assign it to the sales opportunity it corresponds to

  • Assign the lead to one of your sales agents (top right)

  • Add notes for the sales agent (Appears in the activity section)

  • Assign tasks to the lead

Your leads can also be viewed in your 'Sales Pipeline' tab.

  • Leads that are grey in colour have been created by your company. These can be opened and viewed in their entirety by clicking on the 'eye' icon at the top right of the lead. You'll also be able to drag and drop these leads to change the stage they are at.

  • Leads that are Purple in colour have been created by one of your sales agents. These leads have limited information available to be viewed by you to protect the sales agent who has sourced it. You also can't drag and drop these to different stages in your pipeline.

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