CREATING A NEW LEAD
To create a brand new Lead, simply click on the button.
A) LEAD DETAILS
On the left side of this new page, simply fill the different fields that will constitute your client informations.
Once you have entered the Client basic information, head over to the right side
Here you will be able to add event more detailled information regarding your lead, such as :
- the type of client this leads represent
- The type of event this person is interested in booking.
Note: Those different types (client and event type) have been created beforehand by your system administrator.
- Their source (how they heard about your company)
- Their Industry (this information will be helpful for your report and dashboard overview
- Thecurrent status of this new lead :
- TheLead rating for this lead (how likely is this lead to be converted into a new client)
Note: Hot being almost guaranteed conversion and cold a not likely one
- Finally the Lead Owner (which agent is in charge of this lead, this is section is important if you have a system of comission.)
Once you have filled all of those section, click on the button to create that new lead in your system.
IMPORTANT : if you wish to convert an existing lead into a confirmed client, simply click on the button to create that new lead in your system.
All the information previously entered about this lead with now be trasnfered into the system and create a Client automatically.
No need to re-enter all the information, you are now able to start creating Events for this Client.
Note:If you wish to add other details that are not displayed in this page you have the option to manage
custom fields and create new ones, simply click on the button, from there you can manage new custom fields to enter your additionnal information.
B) TASK SECTION
In this section, you will have the ability to establish a list of different task that are needed to do regarding your lead.
e.i : sending an email, preparing a quote, calling a client back over the phone, etc.
To create a new task for your lead, simply click on the button.
-indicate the name of the task and any information about that task :
-Select a date, for this date needs to be completed by clicking on the Due date section, a calendar will appear :
-Indicate a status for this task to keep yourself organized :
-Set a priority for this specific task :
You can even assigned this task to one of your colleague with the ‘Assigned to’ field :
Finally and most importantly, you have the ability to set email reminders for yourself or whoever is assigned to this task. Simply seclect the date of the reminder and the time at which this action needs to be completed.
Here is an example of the reminder email you or colleague would receive :
Once you have completed all the details about your task, click on the Save button to create that task for this lead.
It now appears in the list of task in the TASK SECTION
Repeat this process for each task regarding this lead.
C) EVENT TAB
This section is usually used if you need to set up a meeting with your prospect regarding a certain topic.
To schedule a new meeting with your lead contact, click on the
Fill the differents field and Save to finalize your meeting with your lead.
This serves as an organizing tool for you and will not show in the system event calendar.
Note: in the invitation Status field, if you select Invitation sent, it will not send an email to your contact.
Once the event has been created, you will have the ability to add some Invitee to it, by simply selecting the Add Invitees button
Here, simply start typing the name of the person you want to invite, a list will appear, select the contact you need and this person will then be invited to your event by email.
D) NOTES TAB
In this section, you will be able to add additionnal details to your lead,
Simply click on the Add Notes button and create as many notes as you need for this lead.
E) ATTACHEMENT TAB
This section allows you to share document with you client and to keep track of those said document and everything the client has shared with you regarding their upcoming desitred event.
F) TRACKED EMAILS
This section allows you to send pre-configured email directly from Pxier to your lead contact.
Click on the Send Tracked Email to configure the email.
The system will redirect you to this page :
Where you can fully configure your message or import a pre-created email template from the system and even attach a document to it.
Click the Send Email button and the system will prompt you with a message confirming that the email has been sent :
Additionnally the Send Email button will turn green, indicating an email was sent.
Your contact will then receive the following email :
To come back tp the Lead section simply click on the button.