Lead Pool

12143

Function Overview

In the CRM system, the lead pool is an important tool for managing and distributing potential customer leads. It helps optimize the distribution and follow-up processes of leads, enabling users to efficiently manage potential customer leads.

Function Entry

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

Operation Steps Description

Lead Pool Rule Settings

Configure Lead Pool Rules

1. Log in to the CRM system and navigate to the "Lead Pool Management" module.
2. Select "Lead Pool Rule Settings."
3. Configure lead pool rules according to business needs, such as automatic distribution rules, claiming conditions, etc.
4. Save the settings.

Import Leads

Import Lead Data into the Lead Pool

1. In the "Lead Pool Management" module, select the "Import" function.
2. Prepare a file containing lead information, such as in Excel or CSV format.
3. Upload the file and match the fields.
4. Click the "Import" button to complete the data import.

Export Leads

Export Lead Data

1. In the "Lead Pool Management" module, select the "Export" function.
2. Choose the range and information of leads to be exported.
3. Click the "Export" button, and the system will generate a file.
4. Download and use the generated file.

Lead Details

View Detailed Lead Information

1. In the lead pool list, select a lead.
2. Click "Details" to view detailed information about the lead.

Claim Leads

Claim Leads from the Lead Pool

1. In the lead pool list, find the lead you want to follow up on.
2. Click the "Claim" button to assign the lead to yourself.
3. If necessary, enter the reason for claiming or the expected follow-up time.

Assign Leads

Assign Leads to Other Members

1. In the lead pool list, find the lead that needs to be assigned.
2. Click the "Assign" button.
3. Select a new responsible person or team member.
4. Click "Confirm Assignment" to complete the operation.

Transfer Lead Pool

Transfer Ownership of the Lead Pool

1. Select the "Transfer Lead Pool" function.
2. Specify the new lead pool administrator.
3. Click "Confirm Transfer" to complete the operation.

Follow-up Records

Record and View Lead Follow-up Status

1. On the lead detail page, record and view communication and follow-up status.
2. Click "Add Follow-up Record" to log a new activity.
3. Fill in the follow-up details, including communication content, next steps, etc.
4. Click "Save" to complete the record.

Notes

• Rule Compliance: Ensure compliance with lead pool rules for fair and efficient lead distribution.
• Data Security: When exporting and processing lead data, pay attention to protecting customer privacy and data security.
• Technical Support: If you encounter issues during operations, you can refer to the help documentation or contact technical support.

Frequently Asked Questions

Q: How do I configure lead pool rules?
A: In the "Lead Pool Management" module, select "Lead Pool Rule Settings" and follow the prompts.

Q: How do I import lead data into the lead pool?
A: Use the "Import" function, upload and match the fields, and then import.

Q: How do I export lead data?
A: Select the "Export" function, choose the range and information of leads, and then export.

Q: What steps are needed to claim leads?
A: Select a lead in the lead pool list, click the "Claim" button, and enter the reason for claiming or the expected follow-up time.