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How can I use Leads in Teamgate?

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1. What is a lead?

A Lead is a person, company or business opportunity that has not been confirmed and added to your Sales Pipeline yet. Usually, leads come from personal networking, seminars, trade shows, purchased contact lists, ads and other channels. When lead fits within your requirements and becomes qualified, it will be converted to a contact and to a deal. A list of your Leads can be found by clicking on the (icon) in the main menu at the top of the application.

 

2. Leads tab

The Leads list displays all of your Leads, ordered by created date.  You can adjust the sorting to display the list by Contact name or Company name: Settings > Leads > Main Settings > select from Default is Contact / Default is Company.

 

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3. How to Add new Lead?

There are 2 options in Teamgate for adding Leads:

 

    1. Import your Leads

You can import new leads directly in Leads section. To import leads, simply press “Import” button and follow instructions. Leads can be imported from CSV or XLSX file. Teamgate also supports importing from third party applications like Google, LinkedIn or Mac Contacts.

 

   

2. Add new lead manually

You can add a new Lead manually by pressing “New” in Leads section and filling in fields with required information. Keep in mind, intelligent software will warn you immediately, if data you entered already exists, so you are protected from duplicate records.

Don't forget to set tags and source to your Lead, it will be very useful when filtering and searching contacts.

 

 

 

4. Filtering and Searching Leads

Your Leads list can be filtered and searched in the same way as your contacts list.  You can also search your Leads list from Leads tab in Teamgate, using the universal search in the upper right-hand corner of the Teamgate web app.

Also you can filter you Leads, using filtering functionality. You can filter:

  • by tags;
  • by source;
  • by status;
  • by owner and collaborator
  • by city and country;
  • by action (no action, actionable);
  • by importance;
  • by industry;
  • by age;
  • by job title; 
  • by MailChimp campaign and statuses;
  • by custom fields.

All the selection can be multiple and combined with searching.

 

 

 5. Converting Lead

When a Lead is qualified and ready, you can convert it to a Deal with associated contact to it. Converted all Lead’s history will be transferred as well.

 To convert a Lead, you have several options on how to do it just by single click:

    1) Convert the Lead to a Company and/or Person, without any action. This option means you transfer your Lead with all its information included into a Contact. And since there are no actions planned yet, you can start planning your activity later.

 


    2) Convert the Lead to a Company and/or Person with action planned. To convert a Lead, you can select the checkbox to add an optional action like task, call or other reminder due date. The new task will appear in Contact’s card, in list and in your calendar.

    3) Convert a Lead to a Company and/or Person and create new Deal for this Lead. This option will create a new Deal for your converted Lead. You can add a name, Sales Pipeline and stage for this deal. The associated Contact will be seen as “Prospect” on the list.

 

 

Important: You can create a deal and a task for the converted lead at the same time, too.

 

 

Finally, assign an owner for your converted lead using the Owner drop down menu.

Click convert and your lead is now ready to move through your sales pipeline!

 

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6. Manage a Lead

Manage and customize your Leads the way you manage your business. Select Status for your Lead: New or Unqualified or add any status you usually use for your Leads nurturing. All unqualified Leads can be recycled and processed again. Add a Tag to your lead to remember where the Lead came from or note other specific information. An option of the “Quick saving” allows you to quickly save & add new Leads.

 

 7. Automate Leads Management

Automate leads generation to Teamgate CRM by creating contacts, subscriptions or other kind of forms within your WordPress website. Your website visitors will be able to fill up the forms you created. A new Lead, Contact or a new Deal will be created from data entered by the website visitor. By automating Lead generation process, you will never lose your potential customers. This way, you can focus more on working with the information sent to Teamgate CRM. For more information read: Generate your leads using WordPress web form

 

 8. Teamgate LinkedIn-Shuttle

This is simple and useful tool to easily import LinkedIn contacts directly to your Teamgate account. By one click you are able to create a new lead with the data absorbed from the LinkedIn profile – name, position, company, email address and even phone number (if available). See the article: Teamgate LinkedIn-Shuttle

 

9. Score your leads!

Lead scoring is a methodology used to rank prospects against a scale that indicates the perceived value each lead represents to the organization. The resulting score is used to determine which leads should be qualified in order of priority.

The value of each lead may vary, but generally, it characterizes and determines the worthiness of a lead. This helps your sales team to focus on the right leads and close more deals.

 


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