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Creating and Qualifying Leads

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Creating a Lead manually

To create a lead:

  • Click on the "Create Lead" from the Leads menu within the Sales App.
  • Complete the initial details then click on Create.
  • Enter as much detail as you can about the Contact details and actual lead itself.
  • Importantly, ensure you capture your Referral Source

In many cases details on the Lead may be limited until you Qualify the Lead. 

Qualifying Leads 

Once a lead becomes a genuine opportunity:

  • Open the lead
  • Review the details of the Lead and update based on discussion
  • Click on the qualify button
  • "Create the Opportunity"
  • Complete the new opportunity.

Once you Qualify a Lead it will then appear in the Client and Group lists within Xeppo. It will have the Client Status of "Prospect".

Related Leads and Opportunities

If an Opportunity originates from a Lead then you will be able to understand the link between the lead and Opportunity.

When viewing the Opportunity page you will see any Related Lead in the bottom left hand panel (as shown below). Click on the label to be taken to the Lead page.

When you review a lead it will likewise display the related Opportunities.

Again clicking on the Opportunity will take you to its Opportunity page.

Video

The following video covers:

  • Creating a new Lead
  • Capturing some basic activities
  • Qualifying the Lead
  • Creating the Opportunity
  • Seeing the new Prospect in the main area of Xeppo.

NB. The video does not contain audio.

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