The Leads section in the admin portal allows you to efficiently manage your sales leads, track their progress, and convert them into potential customers. This section provides a centralized platform for organizing, nurturing, and analyzing leads, helping you streamline your sales process and maximize conversions.

1. Accessing the Leads Section

To access the Leads section in the admin portal, follow these steps:

• Open your web browser and enter the URL: https://dev.openscope.in/admin/leads
• Log in to your admin account using your credentials.
• Once logged in, you will be directed to the Lead Management section automatically.

2. Adding and Managing Leads

In the Leads section, you can add new leads and manage existing leads throughout the sales lifecycle. Some common actions you can perform include:

Adding New Leads: Enter relevant information about the lead, such as their name, contact details, company, and any additional notes or comments. This allows you to create a comprehensive lead profile.

Lead Segmentation: Categorize leads based on specific criteria such as industry, product interest, or lead source. This helps in targeting and tailoring your sales efforts.

Lead Status Tracking: Track the status of each lead, such as “New,” “Contacted,” “Qualified,” “Negotiation,” or “Closed.” This provides a clear view of the progress and helps prioritize follow-ups.

3. Lead Engagement and Follow-up

The Lead Management section enables you to engage with leads and follow up on their inquiries or interests. Some common actions you can perform include:

Logging Communication: Record all communication with leads, including calls, emails, meetings, or notes. This helps in maintaining a complete history of interactions.

Scheduling Follow-ups: Set reminders and schedule follow-up activities to ensure timely engagement with leads. This helps in nurturing relationships and moving leads through the sales pipeline.

4. Lead Conversion

In the Lead Management section, you can convert qualified leads into potential customers by initiating the sales process. Some common actions you can perform include:

Converting Leads to Opportunities: Identify leads that are ready for further engagement and convert them into sales opportunities. This allows you to focus your efforts on leads with high conversion potential.

Managing Opportunities: Track and manage the sales opportunities generated from leads, including activities, stages, associated contacts, and expected revenue. This helps in efficiently progressing through the sales cycle.

5. Lead Analysis and Reporting

The Lead Management section provides reporting and analysis features to evaluate the effectiveness of your lead generation and conversion efforts. Some common actions you can perform include:

Lead Performance Metrics: Monitor key performance metrics such as lead conversion rates, lead sources, or lead engagement activities. This provides insights into the success of your lead management strategies.

Lead Source Analysis: Analyze the performance of different lead sources to identify the most effective channels for lead generation. This helps in optimizing your marketing and sales campaigns.

6. Lead Notifications

The Lead Management section may include lead notification features to keep sales representatives informed about new leads, lead updates, or approaching follow-ups. Notifications can be sent via email, in-app notifications, or both, ensuring that relevant team members stay updated on lead activities and opportunities.