Before we get into the discussion of Lead Management, lets get our definition of "Lead" Clear.
A lead is a raw and unqualified entity but a potential opportunity for your Business. A sales lead is the identity of a human or entity potentially interested in purchasing your product or service, and represents the first stage of Sales Cycle. Leads are generic leads – generated from either lead generation processes such as trade fair, trade shows, direct marketing, advertising, Internet marketing, Referrals etc.
For a sales lead to qualify as a sales opportunity these leads must be tracked effectively, qualification must be performed and evaluated. You can do all this and much more with Impel’s Lead Management system.
Lead Management is a collection of process below
• Import lads from various sources in to your CRM system
• Consolidation and qualify the leads to a potential opportunity.
• Lead Assigning
• Lead Tracking
• Lead Conversation
These steps can be automated and effectively performed using Impel CRM.
For a brief overview of ImpelCRM’s Lead Management, Please visit the video Link below.
Yes, you can share files and folders within your Organization through Impel Library.
Steps to share files -
1. Click on the tab called 'Library'
2. You can see all the files and folders of your Organization.
3. If you want to upload new file - select the folder to which you want to upload file from left panel, then click on link 'Upload', it will ask for the file to be uploaded and other details like filename, description. Fill up all the details and click upload.
4. Also you can create new folder, rename folder, rename file, delete file/s.
There are two ways to add Opportunity to the Contact -
1. From Contacts
2. From Marketing Programe
1. From Contacts
Go to 'Contacts' tab, take the mouse over the contact to which you want to add Opportunity you will see contextual menu at the left side click on 'View' link, it will take you to 360 view page click on 'Opportunity' tab at the bottom and then click on 'Add' link at the right corner. Fill in the details and click 'Add' button.
2. From Marketing Programe
Go to 'Marketing' tab, take the mouse over the marketing program to which you want to add Opportunity you will see contextual menu at the left side click on 'Call!' link, it will take you to callcenter page also display contact information. Click on 'Add Opportunity' link at the top right, it will take you to 'Add Oppotunity' page. Fill in the details and click 'Add' button.
