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Lead Management

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BySolid Performers

In lead management, you get leads from different places showing interest in your business, product, or service. These leads might be inquiries or potential customers wanting to know more about what you offer. You can gather leads from various platforms, and lead management helps you keep track of them effectively for better follow-up and conversion.

Lead List Page

Lead list page

Path: https://account.solidperformers.com/leads

1. Add New

Using this “Add new” button, you can add leads manually.

2. Bulk upload

Using the “Bulk Upload” button, you can add leads up to 5,000 at a time. For more details click here.

3. x

Using the “x Icon” button mean’s Auto-sourced leads flagged; click to remove flag in bulk. Only applies to auto flagged leads, not manually flagged ones.

4. Filter

With the “Filter” button, you can easily find a lead by searching for their name, email, phone number, and more.

5. Flag Icon

The “Flag” button puts the lead at the top, making it easy to find. This could be for new or important leads. It’s like marking a message as important in WhatsApp, making sure the lead is easy to find.

6. View

Using the “View icon” button, you can access more details about the lead. For details click here.

7. Clock Icon

Using the “Clock Icon” button, you can add follow-ups to specific leads.

8. Three Dots Icon

Using the “Three Dots Icon”, you can edit or modify data. For more details click here.

9. Allocate

Using the “Allocate” button, You can select and allocate or assign leads to any executives.

Update Multiple Leads Quickly

10. Flag Icon

Using the “Flag Icon” button to pin or mark multiple leads as important, placing them at the top for easy access.

11. UN-flag Icon

Using the “UN-flag Icon” button to remove the pinned or marked status from multiple leads, ensuring they no longer appear at the top for easy access.

12. Clock Icon

Using the “Clock Icon” button, you can add a follow-up to one or multiple leads at a time.

13. Trash Icon

Using the “Trash Icon” button, you can delete one or multiple leads by selecting them and clicking on this trash button.

6.1 View Page
Snip Leads Sol Tour & Travel Comp Google Chrome (8)
  1. In the “Details” option, you can access additional information about your lead.
  2. In the “Follow-ups” option, you’ll find history of the follow-ups you’ve added; those will be displayed here.
  3. Click on the “View 360° details” button to access comprehensive lead information. For more details click here.
6.1.3 View 360° details
Snip View Lead Sol Tour & Travel Comp Google Chrome
  1. Using the “Action” button, you can perform tasks like adding follow-ups, notes, uploading files, downloading details (in PDF format), editing leads, and accessing a go-back option. For visual guidance, for more details click here.
  2. Using the “Follow-up” button you can view follow-up history.
  3. Using the “Note” button allows you to view the notes, which you have added.
  4. Using the “Upload” button allows you to view the documents, images, videos, or PDF files you have added.
  5. Using the “History” button allows you to view details such as who created the lead, who is the executive, and when it was allocated, it will show entire allocation history.
  6. Using the “Log” button shows how many times you’ve contacted your lead through calls, WhatsApp, email, etc.
6.1.3.1 Action Button
Snip View Lead Sri Manu Mfg & Co Google Chrome

Using the action button, you can perform tasks like ..

  1. Using the “Add Follow-Ups” button, you can add follow-ups to specific leads.
  2. Using the “Add note” button, you can add a note to a specific lead.
  3. Using the “Send Mail” button, you can send an email to a specific lead.
  4. Using the “Upload Files” button, you can add the documents, images, videos, or PDF files to a specific lead.
  5. Using the “Download” button, you can print the specific lead details.
  6. Using the “Download Pdf” button, You can download specific lead details in PDF format.
  7. Using the “Edit” button, you can edit the details of a specific lead.
  8. Using the “Go Back” button,You can navigate to the previous page.
8.1 Three Dots
Snip Leads Sri Manu Mfg & Co Google Chrome (3)
  1. Using this “Duplicate” button, you can make another copy of lead to a duplicate lead.
  2. Using the “Send Mail” button, you can send an email to a specific lead.
  3. Using the “Add note” button, you can add a note to a specific lead and that will show in the lead view page..
  4. Using the “Edit” button, you can edit the details of a specific lead.
  5. Using the “Convert to Client” button, you can convert a lead to the client module..
  6. Using the “Create Proposal” button, you can create a proposal for a specific lead.
  7. Using the “Create Proforma Invoice” button, you can generate a proforma invoice for a specific lead.
  8. Using the “Convert to Deal/Opportunity” button, you can convert a specific lead into a deal or opportunity.
  9. Using the “Unflag” button, you can remove the flag from a specific lead.
  10. Using the “Trash” button, you can delete a specific lead.