Sales Leads in the Go App

Owned by stephan
Last updated: Feb 09, 2024 by Maresa Rojas
3 min read

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

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: 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 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

  1. Open the app and navigate to the contact you wish to convert into a Lead.

  2. In the lower right corner of the contact page, you'll find a sticky note icon. Tap on it.

  3. Follow the on-screen prompts to complete the Lead creation process.

 

 

 

 

 

 

 

 

 

Method 2: Creating a New Lead on the Fly

  1. Begin by opening the Company record associated with the Lead you want to add.

  2. Look for the '+' icon located in the lower right corner of the screen. Tap it to initiate the Lead creation process.

  3. 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.