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LeadManager: How To: Work Leads

TOPICS COVERED IN THIS ARTICLE:

  • How to work leads

 

 

ENVIRONMENT:

  • LeadManager

 

 

STEP BY STEP INSTRUCTIONS:

 

  • In LeadManager, working leads is done by taking Actions
  • Actions illustrate what has been done with a lead, when it was done and who did it. 

 

 WORK_LEAD1.jpg

 

 

  • An Action represents the specific activity (or disposition) taken by a rep. This typically describes something a rep would do in the real world, like: 
    • “I called a left message” = Called: Left Message
    • “I called, and contacted the lead” = Called: Contacted
    • “I took an application” = Application Taken

As Actions are taken by the users, leads are updated to reflect the next Status

Statuses are a one or two word description of exactly where a lead is along your Sales or Enrollment cycle.

  • Example Statuses: New, Contact Attempt 1, Application Submitted, Processing, Sold

 

  • The status and actions available will depending on the Product type being used by your organization

 

  • Together, status and actions make up the workflow for your leads. For more information on how statuses and actions fit together, please see Understanding Workflow

 

 

Actions can be taken on leads from the Normal or Prioritized View within the LeadManager

  • You can click on the up arrow seen below and the actions window will appear
  • Select the appropriate action from the actions dropdown and hit the Add Action button

 

WORK_LEAD2.jpg

 

WORK_LEAD3.jpg 

 

 

 

Actions can also be taken on the edit lead page

  • Click the pencil icon

 

WORK_LEAD4.jpg

 

  • The action dropdown will list all actions available dependant on the status of the lead
  • Select the appropriate action from the actions dropdown and hit the Add Action button

WORK_LEAD5.png

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