Lead Details
Entering Lead Details
The SAM Leads module is designed to maintain a comprehensive list of all new enquiries added to the system. To add a new client, simply click the Add icon. This action will display the Leads Details Screen below, where you can enter detailed information about the enquiry.
Key information to provide includes:
- Full Description of the Enquiry: Clearly outline the nature of the inquiry to provide context.
- Telephone Number: Ensure contact details are accurate and up-to-date.
- Email Address: Include an active email address for correspondence.
- Lead Source: Specify where the lead originated, such as a marketing campaign, referral, or website inquiry.
- Weighting: Assess and record the likelihood of converting the lead into an opportunity.
- Company Name and Address: Include the organization’s details for a complete record.
- Contact Information: Add key contact details, including address, phone number, and email.
- Additional Notes or Relevant Details: Document any other pertinent information that might aid in managing the lead effectively.
Saving the Lead Record
Once all the required information has been entered, click the Save button to create the new lead record. By following these steps, you can efficiently manage and update your leads, ensuring that all critical information is easily accessible and up-to-date.
Adding Notes and Conversation Details
It is equally important to record detailed notes for each lead, including any available information and summaries of conversations. This practice helps maintain a clear history of interactions, supporting effective follow-ups and relationship building.
By thoroughly capturing lead details and associated notes, you create a solid foundation for managing potential customers, enhancing the overall efficiency of your sales process.
