Clue Management

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Function Overview

In the CRM system, lead management is a crucial step in the early stages of sales and marketing activities, involving the identification and initial contact with potential customers. This guide aims to assist users in efficiently identifying and tracking potential customers.

Accessing the Function

Users can enter the lead management module by clicking on the "Lead Management" option in the navigation bar of the CRM system's main interface.

Operation Steps

Adding a Lead

Creating Lead Information

1. Log in to the CRM system and navigate to the "Lead Management" module.
2. Click the "Add Lead" button to enter the lead creation page.
3. Fill in the lead information, including the person in charge, lead name, source, contact information, etc.
4. Click "Save" to complete the creation of the lead.

Duplicate Check

Avoiding Duplicate Leads

1. Use the "Duplicate Check" function to input partial information of the lead for searching.
2. The system displays a list of matching existing leads to prevent the creation of duplicate records.

Importing Leads

Importing Lead Data

1. Select the "Import" function and prepare a file containing lead information.
2. Upload the file, match the fields, and then click the "Import" button to complete the data import.

Converting to Customer

Converting Leads to Customers

1. Identify leads that have the potential to become customers.
2. Click the "Convert to Customer" button to complete the conversion operation.

Placing in Lead Pool

Putting Leads into the Lead Pool

1. Select leads that are not yet ready for conversion.
2. Click "Put into Lead Pool" for team members to follow up later.

Follow-up Records

Recording Lead Follow-up Status

1. On the lead details page, click "Add Follow-up Record."
2. Fill in the follow-up details, including communication content, next steps, etc.
3. Click "Save" to complete the record.

List Item Operations

Modifying Lead Information

1. In the lead list, find the lead that needs modification.
2. Click the "Modify" button to update the lead information.
3. Click "Save" to complete the modification.

Notes

• Timeliness: Ensure timely follow-up on leads to avoid missing opportunities.
• Data Accuracy: Accurately record lead information to properly assess the value of potential customers.
• Permission Management: Different users may have varying operational permissions; ensure you have sufficient permissions to perform the corresponding operations.
• Technical Support: If you encounter issues during operation, you can refer to the help documentation or contact technical support.

Frequently Asked Questions

Q: How can I avoid creating duplicate leads?
A: Use the "Duplicate Check" function to search for potential matches.

Q: How do I convert a lead into a customer?
A: Select the lead and click the "Convert to Customer" button, then follow the prompts to complete the operation.

Q: How can I import a large amount of lead data?
A: Use the "Import" function, upload the file, match the fields, and then import.