Please note that your labels may differ depending on the customization you have made.
To begin editing a lead's profile, go to the "Leads" section on the "Home" menu. Once there, search for the lead by typing their name in the search bar and then clicking on their name or company name to open their profile page.
After clicking on the name or Company name, you'll be taken to the lead profile which looks like this:
Please note in the screenshot above, there is a colored box around each section of the lead profile.
Blue: "Convert this Lead"
Here, you can convert the lead to a customer, or a Customer contact on the Dialogue box that appears. When converting a lead, there must be the minimal amount of information required to create a customer. This means the lead needs either a first and last name, or a business name. If you happen to require intel, these criteria should also met. If converting to a customer contact, you would be required to select the customer to assign the contact to. You can also convert the contact, if a location, to a client address.
Red: "Email", "Call", "Address"
With these buttons, you can:
email the lead from Better (BPro)
call the lead
map their address on Google Maps
Green: "Contact" - Hold Basic Lead information
This is where the contact information for the lead is held and edited. You'll see a number of new fields here which you have not seen as part of standard customer fields.
"Lead Status" is used to determine if the lead is active or deactivate
Lead first name and last name
Company name (if applicable)
Address
"Marketing Qualified": A lead is considered Marketing Qualified when it has a First Name and Last Name OR A business, an email address, and all the mandatory intel that are required. This is automatically set by BPro.
The "Quality" of a lead is identified by the amount of information you have for that lead. As you enter more information, the lead’s quality increases. If you have more interactions for that lead, the quality increases. Quality decreases overtime if there are no interactions. This is automatically set by BPro.
Orange: New Interaction
Plan an Interaction: You can plan a call, meeting or email with your lead. This will show up on the "Interactions" tile on your "My Dashboard" page at login
More Details -
Client Intel tag -
"Decision Maker": when this box is checked, it’s meant to indicate that the person is a decision maker for the company.
"Priority" sets the priority of the lead. You choose whether the lead is of high, medium or low priority.
Others - Including the mood and Gender
Flagged Notes
You can track the intel of your lead, the products/services your lead is interested in, and view any notes which have been flagged.
Notifications - You can opt the lead in for various notifications via both email and sms here.
Assign Value - You can assign a potential value to your lead here
Other TABS
Interactions: Track the past, current and future interactions with this lead. Mark interactions as completed by clicking the checkmark in the circle to turn it green. You can add notes regarding your call/meeting/email by 'editing' the interaction.
Notes: Keep notes regarding any detail on your lead. "Flag" the most important or time sensitive ones.
Emails: You will find records of every email you have sent to the lead through Better, with the delivery status.