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Leads Overview

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Leads are records of people that have made some indication that they are interested in your products or services.

You can add a new Lead in the Leads interface by selecting the Add button in the top right corner.  After adding a new Lead, the new Lead will be automatically selected for you.  Start by filling in some basic information, including Name, Role, Organization, Email, Phone and Background. If one of your existing Contacts or Allies referred this Lead to you, you’ll want to add that person in the Referrer field.

When you fill out the Organization field, a new window will prompt you to either select an existing Organization from your database, or add a new one and fill out its basic info.

Once you’ve added the Organization, the visible Address of the Lead will default to the Physical Address of the Organization.  The Google Map of your Lead will also update to this Address.  (If you click on the Map, you’ll be able to generate directions to the Contact.)  You have the option of adding a different Address for the Lead, separate from the Physical Address of the Organization.

You can add a Profile Picture of the Lead. You can then set the Status, Source and Rating of your Lead.

You can also assign the Lead to a specific team member using the Assignee field.   When you assign a Lead to a Team member, that user will receive an email from LoTops letting them know the Lead has been assigned to her.  You can see which Leads have been assigned to you by selecting the MyLeads tag in the Ribbon.

Once you’ve qualified a Lead as having real potential to be a Client, you can convert that Lead to an Opportunity and it will will be automatically moved to the Contacts Interface.