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Leads overview


Anindita Basu    Evangeline Philip    Feedback

A lead is someone who shows interest in your product or service, and is a potential customer. You can add leads, assign them to your team, schedule calls and meetings with them, and track them to closure.

Workflow

All leads follow a workflow which is specified at the module level. Leads always start in the New state and end in Won, Lost, or Dropped state. They can have any number of intermediate states and go through progressive data collection.

mind map of lead state fields

A lead once closed, can be re-opened through the self-serve interface. To know more about lead reactivation, see How to reactivate closed leads.

Lead modules

Leads are created within leads modules. You can have more than one leads module. This might be useful when you want to group leads, track, and view reports on them. By default, a leads module has the following components, which are shown as options on the dashboard:

  • Cover, which is a dashboard containing quick-view cards of metrics such as lead conversions, revenue generated, and more such metrics
  • Productivity, which has interactive charts and graphs
  • Allocation, where you manually or automatically allocate leads
  • Leads list, where you add leads, edit, reassign, delete, upload, and download them. Based on your company, the name of this list can be changed.

lead prioritization

You can enable or disable any of these components, specify the order in which they should be displayed, and also specify role-based access rights for them.

Lead module configuration

Additionally, you can define, configure, and set up the following things in a leads module:

  • Tasks, and the related activities
  • Access rights for certain actions such as editing and reassigning leads
  • Input fields and field groups
  • States, their transition rules, and their mapping to input fields
  • Settings for bulk uploads
  • Settings for locale, timezone, currency, and more

Lead allocation

Set up lead allocation where unassigned leads are allocated to users. This allocation is done manually or automatically. Automatic allocation rules are defined in the self serve. To learn more about lead allocation, see Allocations overview.

Lead prioritization

When a lead is created or updated, the lead details are sent to Vymo's Machine Learning (ML) model. The ML model is trained to automatically qualify and classify the leads as Hot, Warm, and Cold. These quality labels are achieved through Lead scoring.

lead prioritization

Campaigns

Campaigns refer to marketing campaigns or special drives. Vymo gives reports and statistics about the entire lifecycle of leads generated during campaigns, and the associated costs and returns. A campaign can have several child campaigns too. Each campaign can have their own start and end dates. When it reaches the end date, it's deactivated automatically. To learn more about campaigns, see Campaigns overview.

See also


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