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
| Field | Description |
|---|---|
| Lead Information | |
| Client/Prospect |
The client/prospect that this lead is for. Select the client/prospect from the drop-down list. |
| Contact |
The name of the client/prospect's contact person. Select the contact from the drop-down list, as required. |
| Template |
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. |
| Name |
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. |
| Details |
A detailed description of the lead. |
| Estimated Value |
An estimated value for the business generated by this lead. |
| Category |
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. |
| Owner |
The staff member responsible for this lead. Select the staff member from the drop-down list. |