Talk:Lead Management

This module stores all contact information within a database, so the sales repository can manage their pipelines, create quotes and process the orders. Contact information can be exported into a spreadsheet or another third-party application. Analyzed your performance as well as the performance of your sales representatives.

Admin can also reuse the project to create new tasks to begin and track the project execution. Link any data (events, quotes, orders ...) to your opportunities, so that you can easily find all information from the past with respect to the opportunity. The main purpose of lead capture forms is to collect contact information by giving customers something in exchange for their data.

If predefined fields do not match your needs, add your own custom fields of any type (string, amount, date, checkbox, combo list ...) to the form...Define an amount and a probability for winning your opportunities, so that you can have an idea of what will be your expected turnover.

Lead capture pages are dedicated landing pages used for specific marketing campaigns. If you want, you can create one or several alternative addresses for each of your prospects or customers (one record/address for the director, another one for his or her assistant, another one for the delivery or legal service representative, etc.).

Create a project report sheet to each and every employee as well as customer or clients.A lead Management not only takes care of your bottom of the funnel, but can support your entire conversion journey.