How to Set Up Hot Leads
Setting up hot leads effectively can accelerate your sales process by identifying and focusing on high-potential prospects.
Follow these steps to configure hot leads in your Sales Analytics tool.
Step 1: Head to Sales Analytics
Navigate to the 'Sales Analytics' section of your platform.
Step 2: Select an Analysis
Choose the analysis for which you want to add hot leads.
Step 3: Access Hot Leads
Click on the 'Hot Leads' option.
Step 4: Add Hot Leads
Click on 'Add Hot Leads' to begin setting them up.
Step 5: Select the Channel Name
Choose the channel through which the hot leads will be identified.
Step 6: Select Objects
Pick the objects that will populate data related to hot leads.
Step 7: Add Conditions
Define the conditions for each of the selected objects to qualify as hot leads.
Step 8: Add Multiple Conditions
You can add multiple 'AND' conditions for each object to refine the criteria further.
Step 9: Create Hot Leads
Once all conditions are set, click on 'Create' to generate your hot leads.
By following these steps, you can efficiently identify and target potential hot leads, enhancing the effectiveness of your sales efforts.