Leads are like raw data.
Leads require the attention of a salesperson or perhaps a call centre personnel, for cold-calling or other forms of verification before being qualified as customers.
Example 1: You receive 50 signups from a campaign you just ran. These are leads that are new and yet to be contacted. They could be junk leads whose phone numbers and not contactable.
Example 2: You met Jason at an event and received his name card. You may add Jason as a lead onto MHub and assign him to your sales team member, Jenny. Jenny calls to follows up on Jason to find out more about his interests. Jenny records her interactions with Jason at the notes section. Jason becomes a more sales-ready lead and Jenny then qualifies him to become a customer where opportunities can be linked.
Leads will progress to being a customer and will not appear as a lead once they are qualified.
The goal of our lead module is to move fast. Qualify a lead while it's still new and hot (recommended within 2 hours) for a higher chance of closing a sales opportunity.
Next: Learn how to add a lead
Every lead will have a lead profile page. It stores the information as below.
- Personal, sales, work, emergency and custom information about the lead
- Lead stage (included in sales information)
- No answer
- Call back
Qualifying the lead will advance the lead to a customer. You will not be able to find the person at the leads section.
- Activity log