When a new lead A lead is a possible sale opportunity for a prospective client (a prospect) or an existing client. arises, you will normally track it by creating a lead from scratch in Lead Manager. You can then progress the lead through to a quote or estimate and to a job in due course.
However, you may already have a number of quotes or estimates in WorkflowMax that were not based on leads. You can retrospectively create leads from existing quotes or estimates:
Once these quotes or estimates are in Lead Manager, you can monitor their progress as though they were created there originally.
Create a lead
To create a lead from scratch:
- In the Business menu, select Leads > New Lead.
- On the New Lead screen, enter the information about your lead.
- Save your changes.
- The State of the lead is set to Current.
- The Lead Manager, lead information screen is displayed.
Edit a lead
To edit a lead:
- In the Business menu, select Leads.
- On the Lead Manager screen, make sure the All tab is selected.
- Drill down on the name of the Client/Prospect for the lead that you wish to edit.
- On the lead information screen, select Edit Lead.
- On the Edit Lead screen, change or update the information about your lead.
- Save your changes.
Data field reference
The client/prospect that this lead is for. Select the client/prospect from the drop-down list.
The name of the client/prospect's contact person. Select the contact from the drop-down list, as required.
A lead template A Lead template allows you to identify pre-defined activities that need to be carried out as you progress each lead. Each lead template can specify the activities for a lead relating to a specific type of work. Using pre-defined activities results in each prospect moving through a consistent sales process – leaving nothing to chance. to use as the basis for the lead you are creating. If you wish to use a lead template, you must create it beforehand.
The name to use for this lead. The name should be unique and descriptive. When this lead is won, this will become the name of the job.
A detailed description of the lead.
An estimated value for the business generated by this lead.
A lead category Lead categories are used to group leads for reporting purposes. For example, they could be used to identify the probability of a lead becoming a job: Hot, Warm, Cold, or the type of work this lead relates to: Website, Brochure, Annual accounts, Property maintenance. for this lead, if applicable. If you wish to use lead categories, you must create them beforehand.
The staff member responsible for this lead. Select the staff member from the drop-down list.