Leads Overview
Leads List View
The Leads Management module in SAM provides a streamlined way to capture, track, and manage potential customers, functioning much like a simplified CRM.
A lead is anyone who has shown interest in your products or services but has not yet become a customer. Effective lead management ensures enquiries are organised, followed up promptly, and not overlooked, helping improve engagement and conversion rates.
SAM supports this process by allowing you to collect and review key information, such as contact details, interests, and interaction history, so you can personalise communication, target marketing more effectively, and optimise follow-ups.
Icon Functions
Adding Leads
To add a new lead in SAM click the Add icon at the top of the screen to open the Lead Details window. When the lead details window appears enter the required information in all applicable fields to create a new lead and click the save icon at the bottom of the window.
Deleting Leads
Leads can be deleted individually or in bulk. To delete a lead, select the leads you wish to delete by ticking their selection boxes, then click the Delete icon located at the top of the screen.
Convert Leads to Opportunity
SAM allows you to convert a lead into an opportunity once you believe there is potential business or a quotation has to be issued.
To convert one or multiple leads, select the relevant records using their selection boxes, then click the Opportunity icon at the top of the screen. All details from the selected leads, including ongoing conversations, will be transferred to the opportunity record, opportunities are viewable in the opportunities module.
Exporting Leads
To export one or more leads to a CSV file, select the required leads and click the Export icon at the top of the screen. The selected leads and all the data will be exported to your local hard drive.
Mass Emailing Leads
SAM supports mass emailing. To send the same email to multiple leads, select the relevant leads and click the Email icon. The email drafting window will open with all associated email addresses inserted automatically.
Create your message and click the Send icon at the bottom of the email window.
Note: When drafting the message, ensure you include the placeholders “First Name” and “Last Name” (in inverted commas). These will be replaced with the appropriate contact names when the email is sent.
Email List Management
The system allows you to save email lists for future use (e.g., leads interested in CRM or IT Support).
To save a new list, click the Mail List icon, you will be asked to enter a name for the list, then click Save.
To load a saved list, click the Mail List icon and select the list you wish to upload then click Load.
To reset and return to the full list of leads, click the Mail List icon and select Reset.
Manage Leads
Before clicking the Manage Leads icon, select the lead(s) you want to assign or unassign. Once selected, click the Manage Leads icon to display the following two options:
1/ Assign Lead
- Click Assign Lead
- A dropdown list of users will appear
- Select the appropriate user from the list
- Click Assign to complete the process
2/ Unassign Lead
Customise Columns
SAM allows you to customise the columns displayed in the overview screen so you can focus on the information most relevant to your workflow.
Column Headers
To customise columns, click on the customise columns dropdown option located on the top right hand side of the screen. A dropdown list of column headers is displayed allowing the user to select or deselect column headers.
You can also resize column widths by dragging the edges of each header. SAM remembers your layout automatically, so your preferred column setup will be restored the next time you use the module.
Search
The SAM search function allows you to quickly locate records within any list view. Simply type a keyword, name, reference number, or partial text into the Search box at the top of the list. As you type, SAM instantly filters the results to show only the matching records.
Gear Icon
The search works across all visible columns, you can click on the gear icon to deselect columns that should not be included in the search making it easy to find the information you need without scrolling or navigating through multiple screens.
