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
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.
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.