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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Use the hamburger menu in the upper left corner to locate your Leads report in the e-manage|ONE Go App. 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
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Actions
Cancel
Requires a reason
Put On-Hold
Requires a reason
Requires a Reactivation Date
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messages, and navigation.
Create a Lead from the Go App
There are two convenient methods for adding a Sales Lead in the e-manageONE Go app: by converting an existing contact or by creating a new one directly within the app. Follow these steps:
Method 1: Creating a Lead from an Existing Contact
Open the app and navigate to the contact you wish to convert into a Lead.
In the lower right corner of the contact page, you'll find a sticky note icon. Tap on it.
Follow the on-screen prompts to complete the Lead creation process.
Method 2: Creating a New Lead on the Fly
Begin by opening the Company record associated with the Lead you want to add.
Look for the '+' icon located in the lower right corner of the screen. Tap it to initiate the Lead creation process.
Follow the same steps mentioned in Method 1 to finalize and save the Lead details.
With these two straightforward methods, you can efficiently create Sales Leads in e-manageONE Go to streamline your sales process.
Lead Actions
Efficiently manage sales lead progression using various actions:
Modify Lead Information: The application also now supports the creation and editing of contacts, providing a centralized location for managing customer information. Sales leads can also be easily edited, put on hold, or canceled, giving sales teams greater control and flexibility in their workflow.
Cancel Action: Initiate the cancellation of a lead.
Reason Requirement: Provide a reason for the cancellation.
Put On-Hold 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.