SalesExec Lead Manager Screen
Learn how to manage leads, communicate with prospects, update statuses, and track sales activities in the SalesExec Lead Manager.
By Gabriel and 1 other2 authors20 articles
Updating Leads
Learn how to update lead information, change statuses, and manage lead records in SalesExec.
- How to Update and Manage Leads in SalesExecLearn how to edit lead information, add notes, schedule appointments, make calls, and return leads in SalesExec.
- Using Actions to Update LeadsUpdate actions like called and emailed which will move leads through your sales workflow in conjunction with updating lead status.
- How to Return Leads from the Lead Manager ScreenReturning leads is vital to ensure your bad leads get back to the lead sources that provided them
- Manually Transferring Leads to UsersUse the transfer lead feature to move leads between users, and branch locations, with ease.
- Updating Marketing Information on LeadsUpdate your lead marketing information in the lead manager screen
SalesExec Lead Manager Tools
Learn how to use the tools and features available in the SalesExec Lead Manager to work leads more efficiently.
- How to Close a Lead from Lead ManagerLearn how to use the LMS view to properly close leads to update their status to 'won' or 'closed', ensuring accurate sales attribution in reports and marking the end of…
- Using the Right-Click Menu in the Lead Manager ScreenGain efficiency by learning how to use the rright-click context menu.
- Using Click-To-Dial and Power DialUsing Click-to-Dial and Power Dialer from the Lead Manager Screen
- Filtering Your Leads in the Lead Manager ScreenUse filters to segment your leads by user, geography, product, and more..
- How to Use Email to Engage with Your ProspectsSend personalized emails in bulk or individually directly from the Lead Manager Screen using templates, snippets, and dynamic fields to improve engagement and efficiency.
- Deliver Email Using Scheduled DeliveryEnsure your emails are received at optimum times by scheduling delivery.
- How to Export Leads from SalesExecExport selected leads or an entire list to an Excel file from the Lead Manager Screen for use in external reporting or third-party applications.
- How to Import Leads into Holding BinImport leads into holding bin to track direct mail response. Use a promo code assigned to each lead and track all response
- How to Use PipelineUse pipeline to estimate your open and pending sales. Pipeline can help give you a better picture of receivables and future sales.
- How to Add Leads to an Email Nurture CampaignAdd individual or multiple leads to an email nurture campaign directly from the Lead Manager Screen to maintain engagement with prospects through automated email sequences.