Leads Overview

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.

Introduction

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. 


Lead Conversion

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!

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Comments

  • Avatar
    Mark Armstrong

    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.

    Didn't see a button.

  • Avatar
    Andy Milk

    Is it possible to convert a Person back to a Lead? I BCC'ed an email but I want that person to be a Lead, not a Person.

  • Avatar
    Andrew Skyberg

    X

  • Avatar
    Jeevika Makani

    Hey, I have the same question as Andy Milk - can you convert a person back to a lead?

  • Avatar
    Bobby Daddis

    Yup! We put all of our leads in as people - a few thousand - and now I would like to switch them to leads.

  • Avatar
    Alberto Murillo

    I get my leads via email, how can I add them to the leads page directly without adding them to the other types of people? and without having to copy paste or download a file.

  • Avatar
    greg elofson

    Looks like you've stopped answering questions...is Prosperworks closing down?

  • Avatar
    David A. Paddock, CPA. M. TAX.

    I have the same question as Alberto. Today, I got an email from a referral source who e-introduced me to a lead. While in Gmail, I want to hover over the lead's email address and add the person to my lead database. As of now, Prosperworks requires me to add the lead as a person with contact type = "potential customer". If I don't get a response from Prosperworks, I will just stop by your office the next time I am at Gold's Gym in Venice (jk).

  • Avatar
    Olivier Lambert

    I have the same question as Andy Milk and others. How to turn people back to leads ? Love the feature, but really need to turn a lot of people back to lead.

  • Avatar
    Joe Thornley

    Does the lead status automatically change to something once it's been converted?

    And why are there no support people answering these questions? It's scary as someone evaluation the product to see that no one has answered a support question in over a year.

  • Avatar
    Alex Bakula-Davis

    There is a way to convert your People back to Leads. What we will do is export the People you want to change, then import them as Leads, and finally delete the People records.

    1. Go to System Settings --> Export your people file
    2. Open up the file
    3. Delete the URL and ID column
    4. Delete the users you do not want as Leads
    5. Go to System Settings --> Import
    6. Import the file as leads
    7. Go into your "People"
    8. Manually delete one by one the People you added as Leads. Alternatively, if you are able to filter all the the People you wanted to convert, you can do that and then bulk delete them.

  • Avatar
    Alex Bakula-Davis

    Once you have converted a lead, it is actually changed into a Company and a Person and if you choose, and Opportunity. Since you have changed it the lead status no longer exists. However, you can customize your Opportunity stages to reflect the next step in your sales process.

    Here is an article that has more information on Leads: https://prosperworks.zendesk.com/hc/en-us/articles/203036105-Leads-Overview

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