You may have noticed there is a section in ProsperWorks called Leads, this article will explain what they are and when you should consider activating this feature.
Important: Only Admins of your ProsperWorks account can unlock the Leads Feature.
Leads are typically generated by Marketing as a result of the campaigns they run, like advertising, events, blogging etc. and then passed over to Sales to follow up and close. In ProsperWorks, we keep leads separate to your regular contacts, in order to help keep your database clean and well organized.
This is particularly important if you have a lot of leads, for example if you purchase a list of 1,000 people to call, it's better to have a separate home for them, away from your regular business contacts.
Once you confirm that a Lead is ready to formally evaluate your product or service, they are often referred to as being "qualified" and you should enter them into your sales pipeline in order to track the deal.
On converting a Lead, you will be prompted to create a new Company, Person and Opportunity, and the information in the Lead will be split up and added to these new records as appropriate. Any emails, activities, notes or tasks will be preserved and added to the new records too.
You can convert a Lead by click on the Convert Lead button from the preview pane of the Lead in the list view as well as from the details page of the Lead:
When Should I Start Using Leads?
Some examples of when to consider using Leads are as follows:
- You want to set up a Web to Lead form to capture website enquires and add them straight into ProsperWorks
- You acquired a list of unqualified contact data you would like to import
- You ran an event and want to import the list of attendees to follow up with
How to Enable Leads
If you are an administrator, you can easily turn Leads on, or off for your company.
1 - Click on the ProsperWorks Menu in the top left corner
2 - Click on Settings
3 - Click on Lead Management
4 - This will bring you to the Leads Management page in System Settings, click the checkbox next to Enable Leads to be used in ProsperWorks
We recommend you watch the introductory video to Leads that will automatically pop up. If you wish to skip the video, click the "Start Using Leads" button below the video.
Custom Lead Status
You can add a custom lead status in two ways:
1. By going into the lead view, clicking on status and scrolling down to "Customize Lead Statuses"
2. By going to System Settings --> Lead Management and clicking the blue "Add New Status" button at the bottom
If you have more questions about using ProsperWorks, check out our helpful Resource Section!
For further help or comments, head over to our Community Section!