The "Sales Leads" section provides insights into effectively managing sales leads within the e-manage|ONE Go App. Navigate through the following content to master sales lead handling and streamline your lead management process.
Open Sales Leads
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Discover the essential elements of managing open sales leads:
Sales Lead Details
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Lead information
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Contact details
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: Dive into lead-specific information, including crucial details about the lead and associated contacts.
Contact Details: Access contact information for seamless communication.
Quick Links: Utilize direct links for email, phone calls, text messages, and
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Actions
Cancel
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navigation.
Lead Actions
Efficiently manage sales lead progression using various actions:
Cancel Action: Initiate the cancellation of a lead.
Reason Requirement: Provide a reason for the cancellation.
Put On-Hold
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Requires a reason
Requires a Reactivation Date
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Action: Temporarily suspend a lead's progress.
Reason Requirement: Specify the reason for putting the lead on hold.
Reactivation Date: Set a reactivation date for future follow-up.
By engaging with these features, you'll optimize your sales lead management, ensuring efficient communication and streamlined lead handling through the e-manage|ONE Go App.