Exploring the Lead Overview

Discover the Lead Overview, your central hub for efficiently managing interactions and engagements with individual leads. This versatile tool provides a range of actions to streamline communication, documentation, and collaboration throughout the lead management process. From sending questionnaires to scheduling meetings and tracking communication, each feature is designed to enhance efficiency and effectiveness in engaging with potential clients. Let's explore the various functionalities available within the Lead Overview and how they can empower you to nurture and convert leads effectively.

Lead Overview:

1. The lead overview provides access to specific lead actions to do such as sending questionnaires, proposals, scheduling meetings, communication, and file uploads etc.

2. To perform actions for a specific lead, click on their profile to view the lead overview.

Editing Lead Information:

1. In the lead overview page, you can view the lead profile.

2. To edit lead information, click on "Edit" to make necessary changes.

3. Update lead information and project details as required.

4. Click "Save" to apply the changes.

Questionnaire:

1. Here you can send the questionnaire.

2. Use questionnaires to understand lead requirements and preferences.

3. Access the template center to create questionnaire. 

Proposal:

1. Here you can send the proposal.

2. Proposals aim to excel in persuasiveness, visual appeal, accuracy, and getting signed.

3. Access the template center to create and send proposals to leads.

Event:

1. Schedule meetings with leads.

2. Click here to explore the event scheduling process.

Communication:

1. Send emails to leads.

2. Utilize this platform to complete the communication process.

Call Log:

1. Monitor lead communication efficiently.

2. Explore the call log feature for detailed interaction tracking.

File Upload:

1. Upload project-related files.

2. Use this platform for file management.

Notes:

1. Discussed notes can be stored here.