A lead refers to a person or entity that has shown interest in a product or service offered by a business and has the potential to become a customer. Once a lead has been identified, the sales process typically involves nurturing and qualifying the lead to determine their level of interest, budget, timeline, and fit for the product or service being offered. This may involve further communication, follow-up, and relationship-building activities to move the lead through the sales funnel and ultimately convert them into a paying customer.
Click Menu at the top of the screen
2. Click Point of Sale to expand the menu
3. Click Leads
NOTE: Click the Leads icon at the top of the screen to bypass the Point of Sale menu
Adding Lead Information:
There are no required fields when entering lead information. Try to garner as much information as you can when working with the prospective lead.
4. Click the New Lead + to add basic customer contact information for customers not already in the system
For existing customers, click the Find Customer icon to add them to the lead
5. For new customer leads, enter as much information as you can glean from the prospective lead.
Click Apply
6. Enter the job name, date desired, follow up date, budget and referral information in the appropriate fields, if available
7. Select the group, category, type, or brand that the customer is interested in, from the appropriate drop down field, if available
8. Enter a description of your customer interaction in the Description field
9. If the customer is interested in a specific model(s), click the Add button to add the model(s) to the lead
10. Enter a Lead Score by typing over the 0% Lead Score
0 - (Bright Red color) - No chance of closing
1-40% (Dark Red color) - Very little chance of closing
41 - 69% (Yellow color) - The sale might or might not close
70 - 99% (Green Color) - Very good chance of closing
11. Click Save
12. Once saved, the Lead will be assigned a Lead number