A lead represents an interest in services of your bank and expressed by a potential customer. For example, new leads emerge if you receive a call from a contact who was previously interested in your services. With Creatio leads, you can work both with the customers who are ready to make a deal or those who need some more time to consider a purchase.
Leads can be registered manually or imported from an Excel file.Leads can also be created automatically if you set up automatic lead registration for your landing pages.
Note
If the [Create contact] checkbox is selected for a landing record, then when a customer submits a landing form, Creatio will create both a lead and a contact record.
Using the Leads section, you can manage the lead nurturing process from the moment a potential customer expresses an interest in your products up to the handoff to bank sales. In this section, you can store communication options and general information about potential customers, and track lead sources.
Views
The section has two views:
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– The list view displays a list of records. The list of columns and their functions are covered in the description of the lead page Read more >>>. -
– The dashboard view displays charts, metrics and gauges with statistics on your leads. Read more >>>
Contents
The [Customer need details] tab
The [Attachments and notes] tab
•Actions in the [Leads] section
•Dashboards in the [Leads] section
•How lead predictive scoring works
See also
Video tutorials
