To display existing leads, hover over the Leads option on the top navigation and click on view leads. Existing leads can be found on this page. Here, all of the leads that you’ve entered into the system can be viewed. Leads can be viewed in all of their different stages. Leads can also be filtered by stage. To view the leads you have in any specific stage, click on the stage and the list of leads in that stage will appear below. The screenshot below shows the “Not Attempted” stage selected.
Besides filtering leads by their stage, more advanced criteria can be utilized so you can filter leads by the team in charge or the salesperson in charge. CorporateStack provides the best methods for collaboration within teams. To filter by salesperson, a team leader can enter a sales person’s name. They can also click on the funnel icon and specify more search criteria. Search criteria include terms such as “created by” or “delegated to”. They can also choose the accuracy of the search results. The sales team leader is allowed and authorized to see all of the leads for all of the salespersons. However, a salesperson is only allowed to see the leads that they are assigned to work on. This provides added privacy and security.
On CRM Mobile, to filter leads, click on the icon on the top right corner. You can also filter leads based on the stages they are currently in. This is done by tapping any of the stages in the navigation on top.
Filters based on the services involved, time of lead creation, lead source and others are available. To access advanced date filtering criteria, click on the calendar icon. Lead source refers to the location where the lead was generated.
To view the full log of actions for each of the leads, click on the small cloud icon. This icon is located on the right-hand side of each lead entry in the list. This will open up a window below that shows a full log of all the actions that were done to this specific lead. Additionally, it shows the date of the action and the person responsible for the action.
On CRM Mobile, to view a full log of actions for a lead, click on the lead. This will show you a detailed view of the lead and the activities associated with each lead.
To add a new entry to the log, click on add. Here, notes on the lead can be entered. The next action date can also be set here. CorporateStack will use this date to automatically create a reminder for the action. This reminder can be found in the reminders section. CorporateStack also displays the action on your homepage dashboard to make sure the action is not forgotten.
This feature is great as it makes sure that you actually take action with your leads and never forget about them which should ultimately result in a higher lead conversion rate. The log items have different types so you can either add a general note, a meeting, or even a call. Before you finish creating your log items, you can choose to automatically send an email notification to your co-workers who are working on this same lead.
This is an extremely useful feature for most people. It allows them to follow-up on leads. It discourages leads from being forgotten. Ultimately, this results in a higher lead conversion rate. The log items have different types. General notes, meeting notes, or even a call log can be added. Before log items can be created completely, an option to send a notification to other team colleagues is available.
Editing the information of an existing lead, or deleting it from the system completely is also possible.
CorporateStack also allows for bulk actions to be made. Multiple leads at a time can be acted on. To do this, go to the bulk action section. Here, awareness campaigns about your products or services to multiple leads can be sent with a single click. Notes can also be bulk added. Stages, Delegations can be bulk edited. Leads can also be bulk deleted.