¶ 🎯 Leads Management
Welcome to the Leads Management module of SysRI CRM. This comprehensive guide will help you navigate and utilize the full potential of our lead management system within the Sales module.
Leads Overview
¶ 🧭 Quick Navigation
- 📋 Lead List Viewing and managing your leads
- 🔍 Lead Details View Examining and updating individual leads
- 🏷️ Lead Stages Tracking lead progress
- 📊 Lead Scoring Evaluating lead potential
- 🤖 AI Recommendations Leveraging AI for next actions
- 🔍 Filtering and Searching Finding specific leads
- ⚡ Bulk Actions Performing actions on multiple leads
¶ 📋 Lead List
The Leads Management interface utilizes an AgGrid table to display a comprehensive list of leads. Key features include:
- 🔧 Customizable columns
- 🔄 Sortable columns for easy organization
- ✅ Selectable rows for bulk actions
- 📄 Pagination with adjustable page size (currently set to 50 leads per page)
¶ 📇 Lead Details
The AgGrid table includes the following columns:
- 👤 Contact Name (with initials icon)
- 🔢 Lead ID
- 🌐 Source
- 📊 Score
- 🤖 AI Recommended Next Actions
- 🏷️ Lead Stage
- 📊 Lead Status
- 🏢 Company Name
- 🌐 Website
- 📍 Address
- ☎️ Phone
- 🌎 Region
- 🏳️ Country
- 🏙️ State
- 🗣️ Preferred Language
- 👤 Marketing Owner
- 👥 Contact Owner
- 📅 Created At
- 🔄 Updated At
¶ 🔍 Lead Details View
When a lead is selected from the AgGrid table, additional information and options are displayed:
¶ 📊 Lead Stage Progression
The system shows a visual representation of the lead stage progression:
- 🔵 New Lead
- 🟡 Attempting Contact
- 🟣 Engaged
- 🟢 Opportunity Qualified
¶ 🖱️ Quick Stage Update
A key feature of this interface is the ability to update the lead stage directly:
- Simply click on the desired stage in the progression bar to instantly update the lead's status.
- This allows for quick and efficient lead management without the need to open additional forms or menus.
- The current stage of the selected lead is highlighted, allowing for easy tracking of the lead's progress through the sales funnel.
¶ 👁️ View Options
The lead details view provides different ways to filter and view leads:
- 🔵 All Leads
- 🔝 Top Priority
- 🏢 Leads by company
¶ 🛠️ Lead Management Actions
SysRI CRM offers a comprehensive set of actions to manage your leads effectively. These actions are accessible through the toolbar at the top of the leads list:
¶ Action Icons
-
👁️ View Lead Details
- Icon: Eye
- Description: Open a detailed view of the selected lead, showing all available information and related activities.
-
➕ Create New Lead
- Icon: Plus circle
- Description: Open a form to add a new lead to the system.
-
🕒 Create Task for Lead
- Icon: Calendar
- Description: Schedule a new task or follow-up action associated with the selected lead.
-
📝 Edit Lead Information
- Icon: Pencil square
- Description: Open the edit form to modify information for the selected lead.
-
🔄 Refresh Lead Data
- Icon: Circular arrows
- Description: Reload the lead list to display the most up-to-date information.
-
🗑️ Delete Lead
- Icon: Trash can
- Description: Remove the selected lead from the system (use with caution).
-
✨ Summarize Interactions
- Icon: Sparkles
- Description: Use AI to generate a summary of all interactions for the selected lead.
-
🔧 Apply Filters
- Icon: Funnel
- Description: Open the filter menu to refine the list of displayed leads based on various criteria.
¶ 📊 Lead Scoring
Leads are scored based on various factors, represented by color-coded numerical values:
- 🟢 High potential (e.g., 91.49, 91.25, 74.71)
- 🟡 Medium potential (e.g., 59.95, 56.05, 52.39)
- 🔴 Low potential (e.g., 38.80, 18.64, 2.68)
¶ 🤖 AI Recommendations
The system provides AI-powered recommendations for next actions based on lead interactions and data. These are displayed in a dedicated column with expandable information.
¶ 🔍 Filtering and Searching
- 👁️ View options: All Leads, Top Priority, Leads by company
- 🔎 Search and filter functionality (implied by the presence of filter icons on column headers)
¶ ⚡ Bulk Actions
While not explicitly shown, the selectable rows suggest support for bulk actions such as:
- 📧 Send bulk emails
- 🏷️ Update lead status or stage
- 👤 Assign leads to team members
¶ Additional Features
-
📈 Lead Stage Tracker: Visual representation of the lead's current stage in the sales process (e.g., New Lead, Attempting Contact, Engaged, Opportunity Qualified).
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📑 Tab Navigation: Switch between "All Leads," "Top Priority," and "Leads by Company" views for different perspectives on your lead data.
-
🤖 AI Recommended Next Actions: Intelligent suggestions for the next best action to take for each lead, based on their interactions and current status.
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📊 Data Export: Option to export lead data for external analysis or reporting.
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🔄 Refresh: Ability to refresh the lead list to see the most up-to-date information.
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📝 Inline Editing: Option to edit lead information directly from the list view for quick updates.
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🗑️ Delete: Functionality to remove leads from the system when necessary.
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🔍 Advanced Filtering: Comprehensive filtering options to narrow down lead lists based on various criteria.
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💼 Bulk Actions: Ability to perform actions on multiple selected leads simultaneously.
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📊 Lead Scoring: Automatic scoring system to prioritize leads based on their potential value or engagement level.
-
🔔 Notifications: System alerts for important lead updates or required actions.
¶ 💡 Pro Tips
- Use keyboard shortcuts (if available) for quick access to common actions.
- Regularly review and update lead stages to keep your pipeline accurate.
- Leverage the AI recommendations to prioritize your lead engagement efforts.
- Use the filter option to create focused lists for specific campaigns or follow-ups.
- Periodically use the "Summarize Interactions" feature to get a quick overview of complex lead histories.
- Combine the "Create Task" action with the AI recommendations for effective follow-up planning.
By utilizing these powerful lead management tools, you can streamline your sales process, prioritize your efforts, and increase your conversion rates.
Note: This wiki page is regularly updated to reflect the latest features and improvements in the Leads Management module. For any questions or support, please contact our customer service team.