Leads
Last updated
Last updated
The Lead Contacts section serves as a centralized hub for managing potential clients and business opportunities within the ERP system. This module allows users to track lead information, monitor interactions, and progress deals through various stages, ensuring efficient follow-up and engagement.
Key Components and Features:
Lead Information Management: Users can store and update key details of leads, such as names, contact information (email, phone), lead source, and the person responsible for managing the lead (Lead Owner).
Deal Tracking: For each lead, users can define associated deals, including the deal name, pipeline, stages, and value. This ensures the progress of deals can be monitored, from initiation to closing.
Filter Options: Users can apply filters based on criteria such as date range, lead source, and the person who added the lead, allowing for a targeted and focused view of the leads list.
Lead Addition Form: Simplified form for adding new leads to the system. It includes fields for entering the lead’s name, email, lead source, and associated deal details (such as deal value, pipeline, and stages). This allows for efficient lead capture and quick integration into the sales process.
Company Details: For leads related to businesses, users can input company information, providing a holistic view of both the individual lead and the associated organization.
Lead Owner Assignment: Leads can be assigned to specific team members (Lead Owners), promoting accountability and clear ownership of client relationships.
Purpose of the Lead Contacts:
The Lead Contacts module streamlines the process of managing potential business opportunities. It helps sales teams track leads, organize information, and monitor deal progress in an organized manner. This ensures that follow-ups are timely, deals are moved efficiently through the sales pipeline, and opportunities are maximized.
The Deal section in the ERP system is designed for managing and tracking deals throughout their lifecycle. It enables users to organize and monitor the progress of each deal, ensuring smooth coordination between the sales team and potential clients.
Key Components and Features:
Deal Overview: Displays essential information for each deal, including deal name, associated lead, contact details, deal value, and expected close date. This provides a quick snapshot of the current status of each deal.
Pipeline Management: Organizes deals into customizable stages within the sales process, allowing users to clearly see the stage of each opportunity—from initial contact to closing.
Filtering Options: Users can filter deals by various criteria, such as deal value, stage, category, product, or assigned agents. This allows for quick focus on the most relevant opportunities.
Deal Stage and Next Follow-Up Date: Tracks the current stage of each deal (e.g., negotiation, closed, or in progress) and highlights the next follow-up date, helping sales teams remain proactive and maintain momentum with potential clients.
Deal Agents and Watchers: Allows for assigning specific agents responsible for managing the deal, as well as watchers who can monitor its progress without direct involvement, ensuring transparency and accountability within the team.
Deal Value and Close Date: Records the expected financial value of each deal along with the anticipated close date, aiding in forecasting and setting revenue expectations.
Purpose of the Deal Section:
The Deal section is crucial for structuring and managing sales processes. It provides a comprehensive overview of each sales opportunity, facilitating effective progression of deals through the pipeline. This module enhances sales forecasting, tracks outcomes, and promotes collaboration among team members.
