In the following video, we discuss creating lead statuses and required fields. Lead settings allow you to define how leads are managed and organized. Each lead is categorized by a lead status, which helps track its stage in the sales process. Additionally, you can designate required fields—specific information that must be provided when creating a lead. This ensures critical data is consistently captured, improving lead quality and data accuracy.
Lead Creation and Management
Key Steps
Setting Required Fields
Navigate to the Leads tab in the Point of Sale section.
Select the information that needs to be required by checking the "Required" box corresponding to the field.
If a required field is not entered, a message will prompt indicating the missing information.
Managing Lead Statuses
Access the leads report to view existing lead statuses such as created, unqualified, and converted.
Note that created, unqualified, and converted statuses are uneditable.
To remove a status, click on the remove option. To edit a status, click on the edit option.
To create a new status, click on the plus sign to add a new status, name it, and assign a default lead score if needed.
Be aware that newly created statuses will be positioned behind existing statuses in the lead statuses list.
Cautionary Notes
Ensure that all required fields are filled out to avoid missing information errors.
Deactivating a lead status will remove it from the lead statuses list.
New statuses will be added behind existing statuses, so plan the order of creation accordingly.
Tips for Efficiency
Regularly review and update lead statuses to accurately track customer progress.
Utilize default lead scores for efficiency in lead management.
Deactivate unnecessary statuses to maintain a clean and organized lead statuses list.