Welcome to our guide on where to find and manage your leads – the purpose of this guide is to provide an understanding of what your leads are, how they are generated and how you can find them on the platform.
What is a lead and how is it generated?
Leads are created on the platform when a user engages with one of your marketing campaigns via landing page forms, web forms, or pop-ups. Leads can also be generated via third-party apps and registered via Zapier integrations. Finally, leads can also be created if they have been directly added by a member of your sales and marketing team.
When a lead is created it will look to see if that contact previously existed and merge this lead together with any previous engagements (matching it based on the user's email or mobile number), otherwise, it will create a new contact record for your team to review.
Where do I find my leads?
By navigating to the Leads area on the main menu. You will find a full list of all leads that have been generated:
- The leads are ordered by most recent first, but this can be adjusted by using the date range filter at the top.
- You can also filter leads based on which campaign and channel they were created from.
- Or download a CSV of all your results.
Actions Button
New Lead
To register a new lead manually on the platform, simply select Actions > New Lead – this will provide a pop up for you to enter the relevant information about your lead.
The fields that are available for you to insert are below:
- Contacts First Name.
- Contacts Last Name.
- Contacts Email Address.
- Company Name.
- Website.
- Deal Title (this is used for reference in your sales pipeline).
- Deal Value (this is used to show how much each lead is worth).
- Pipeline (this is a sales pipeline they will be added to).
- Pipeline Stage (this is the stage of the pipeline they will be added to).
- Lead Channel (this is the channel the lead will be registered against for ROI purposes).
- Select Owner (this is the sales owner that will be responsible for managing the lead).
- Consent Type (this is the type of consent this contact has provided: Legitimate Interest, Consent or Contract.
- Opted in for (input the types of communication this lead can receive).
You can also edit the view you see of your leads here by clicking 'Edit Columns' under actions.
Edit Columns
Change the view of which data fields display in your leads table.
Outcomes
To edit your Leads Closed or Deleted outcome reasons, click Actions > Outcomes . You can the customise these to your business requirements.