Optimize Your Lead Management System Process Flow for Accounting with airSlate SignNow

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hello everyone thank you for joining this session in this session i'll give you an overview on leads and opportunity module of sales app so what are leads what are opportunities and how you can convert a lead into an opportunity so what are leads so basically uh leads uh is an individual or organization who shows an interest in your product or service and there are multiple channels through which leads can come in like advertisement and events website cold calling or from any other marketing channel so if any query comes from these kind of channels so that becomes your lead and then you can create a lead into dynamics here now what are opportunity unfortunately is a sales prospect or a potential sale that shows more interest in the product or services so if any new prospect is there and he is looking for some some demo or he is showing more interest in your product or services so that you can create an opportunity into the system so let us see how you can create a lead on opportunity in dynamic crm so when you log in dynamic crm and under the left navigation when you can understand section you can see deeds and opportunity okay so when you click on date you can see all the leads that are ex that exist in the crm and there are multiple views based on that you can see all leads my open leads okay you can simply filter it out to create a new lead into the system just click on plus new button that will open up the lead creation form these are the details that you can provide for creating a lead into the system so let us just create a new lead okay so what would be the topics topic you can simply define that person is showing and trust and xyz product okay then type so there are three types you can define work based item based on service maintenance based so work based is basically a leads lead is related to a project based uh then item based is something like lead belongs to a product base and service maintenance base that lead belongs to a service related type of work okay so let us choose item based then first name so here you can define the individual person name so let us put any name that this person is showing more in showing interest in this particular product okay feature and further you can define some more details okay then in the later section you can see company details so you can also define the company but it's not it's it is not a mandatory thing but let us just define that this person belongs to uh okay and some other details related to that particular company and then you can save it there are some more details that you can define in the detail section uh related to a lead so i'm just saving it so that let us just save so now that becomes your lead now your lead is created so here you can see from the name of a person name it is showing a lead peter part and when you click on the lead section it shows you under this mind openly that this person peter paul is interested in xyz product and status is new okay now your lead is created now come to the opportunity so there are two ways you can create an opportunity first one is to convert a lead into an opportunity okay and another one is when you click on opportunity from the plus new button you can simply create a fresh new opportunity so in which scenario you need to create a new opportunity so basically if you already have one customer and in the customer is again giving you any another order in that case you can simply create an opportunity but if there is a fresh new customer or fresh new prospect and that is showing interest in your product then you can simply create a lead and then convert a lead into an opportunity okay so let us just convert a lead into an opportunity so how you can convert it just open the lead in the top ribbon bar you can see qualify button just click on qualify it converts the lead into an opportunity so what it does it also creates accounts and contacts into the system okay so here you can see my lead is converted into an opportunity and also my contact is created and my account is created in the account contact section so when i simply click on it it takes me to the account page okay so this way you can create a lead and opportunity to the system once you create an opportunity you can have these many business process flow and you can put the details in these uh uh qualify options and then click on next stage so simply put all these details against each and every uh stage you can find some more information you can just simply put the details in it and then take it to the close step okay and once you are done with your lead uh once you are closed uh completed the opportunity then you can simply close it one close as one or closer lost you can mark the opportunity as born or lost okay so this way you can create a lead and opportunity and you can convert a lead into an opportunity okay so thank you so much for watching this video