Identifying and prioritizing high-potential prospects is crucial for accelerating your sales process.
Revlitix's Sales Analytics provides a structured approach to set up and manage hot leads effectively.
Step 1: Access Sales Analytics
Log in to your Revlitix account.
Navigate to the Sales Analytics section from your dashboard.
Step 2: Select an Analysis
Choose the specific analysis where you want to incorporate hot leads.
Step 3: Access the Hot Leads Feature
Within the selected analysis, click on the Hot Leads option to begin the setup process.
Step 4: Add Hot Leads
Click on Add Hot Leads to initiate the configuration.
Step 5: Choose the Channel Name
Select the channel through which the hot leads will be identified. This could be based on communication platforms, marketing channels, or other relevant sources.
Step 6: Select Relevant Objects
Choose the objects (such as leads, contacts, or opportunities) that will be used to populate data related to hot leads.
Step 7: Define Conditions
Set specific conditions for each selected object that qualify them as hot leads.
These conditions help in filtering and identifying the most promising prospects.
Step 8: Add Multiple Conditions
To refine your criteria further, you can add multiple 'AND' conditions for each object.
This ensures a more targeted and precise identification of hot leads.
Step 9: Create Hot Leads
After setting all the necessary conditions, click on Create to generate your list of hot leads.
By following these steps, you can efficiently set up hot leads in Revlitix's Sales Analytics, enabling your sales team to focus on prospects with the highest potential and drive better conversion rates.