A Lead is a basic information captured in LeadX platform. A Lead in LeadX contains basic information about the Lead along with Company, Contact person, Lead Value, Lead Value currency etc.
A Lead can be Closed as Won or Lost in LeadX Platform. A Lead can also be Parked in LeadX platform if there is no major activity related to the Lead
The term Lead can be a potential new customer or existing Customer having specific requirement. Leads usually contains piece of requirement and contact and Company information
You can capture following information while capturing the Lead information
Lead Parameters
Parameter | Description | Role Access |
|---|---|---|
Lead Title * | The Title or description information of Lead | Basic / Professional / Manager |
Company * | The name of the company LeadX 2.0 onward, the Company is automatically added to the LeadX database after user enters the company that is not present in LeadX | Basic / Professional / Manager |
Contact Person | Name of the contact person associated with the Company LeadX 2.0 onward, the Contact is automatically added to the LeadX database after user enters the contact that is not present in LeadX | Basic / Professional / Manager |
Contact Person Phone number | Contact phone number of the contact person | Basic / Professional / Manager |
LinkedIn Profile | The LinkedIn Profile URL of the contact person that is associated with the Lead | Basic / Professional / Manager |
Browse button | A Browse button to upload documents or images along with the Lead You can upload upto 6 files or image Currently, .jpg, .png, .doc, .ppt, .pdf formats are supported In LeadX 2.0 Mobile Application a Capture button is also displayed to Capture photo of the person or the Business Card to save as image with the Lead | |
Hand over to sales? button | This button is only available to Basic User. This button allows basic user to capture the Lead Information and hand over the Lead to Sales team for further Lead Life-cycle The Lead is not made available to the Sales Team till Creator of the Lead clicks on Hand over to sales button Once Hand over to sales button is clicked then the Lead is made available in the My Pipeline of the Manager User. Manager can assign the Lead to self of to any other Professional User The Lead Handover process is only available for Basic user who is usually a Non-Sales user of the organization associated with other departments of the Organization | Basic |
Pipeline Stage | Pipeline stage defines the stages of the Lead. LeadX provides below Pipeline stages
The Lead has following Sub stages
| Professional/Manager |
Expected Closing Date | The Lead expected closing date can be captured using this parameter | Professional/Manager |
Category | The Lead category can be chosen from the existing Categories or a New Category can be entered using Category parameter If the category entered by user is not already present then a New Category is automatically created and associated with the Lead The Default Category provided by LeadX platform is “Product/Service” | Professional/Manager |
Lead Value | Enter the Value of the Lead in this parameter. This parameter can be kept blank if lead Value is not known. The Lead Value contributes to the Organizational Revenue only if the associated Lead is closed in the Won State and Lead value is not confidential | Professional/Manager |
Lead Value Currency | Choose the Lead Value Currency from the list of currencies provided in this dropdown. The currencies provided in this drop-down are entered in the Organizational Information during the On-boarding of the customer The Currency value mentioned in any Non Base Currency is converted to Base Currency, then calculated and displayed in the reports | Professional/Manager |
Is Lead Value Confidential button | The buttons display “Yes” and “No” information. If “Yes” then the Lead Value is not displayed in any notifications or feeds. If “No” then the Lead Value is displayed in notifications and feeds These set of buttons are only enabled if Lead Value is entered for the Lead | Professional/Manager |
Project Location | Location of the Project if available | Professional/Manager |
Lead Source | Select the Lead Source from pre-defined list of Lead Sources The following Lead Sources are provided by LeadX Platform
Please contact LeadX Customer Success Team at Support@leadx.no in case of adding additional sources LeadX may add more sources on the need basis | Professional/Manager |
Assigned To | The drop-down displays Self and list of other Professional / Manager Users
| Professional/Manager |
Note | Description section for entering notes associated with the Lead | Basic/ Professional/Manager |
* Mandatory Information