Streamline Your Team's Lead Management Systems for Teams

How to create outlook signature

hello and welcome in this video we are going to take a look at a lead management system and as you can tell it's very similar to the video that you just viewed in that leads start out on the left hand side just as an affiliate lead starts on the left-hand side and the completion of the process whether it is successful or not ends all the way to the right side now what you'll see here is that the system makes use of labels for example if we went to the menu and we looked at the labels you'll note that yellow means cold orange means warm and red means hot and so this color code is carried throughout the entire board the other thing as is we have seen in past case studies is that there is one person responsible for the lead if you look at the first two columns you'll note that there are no deadlines to be associated with but once the person moves over to contact it and meeting schedule there are dates and due dates associated with being moved into the column once moved into the meeting column there are tasks associated with this move organizing notes updating presentation and preparing the contract you'll notice then that winning the bid or winning the contract brings a creative use of stickers as you can see here as well as all three tasks being completed there's also a follow-up campaign which also has dates associated with them now the team does make use of the description by writing in any pertinent notes routinely each one of the leads comes with a name and address and that information is carried all the way to the right hand side of the board you'll notice that in some cases it's appropriate to upload a contract specifically when the contract has been won when the proposal has been delivered a contract is posted here also so by setting up the process moving from left to right you do give your team a visual sense of where they are in the process and how they're managing the leads that they have before them importantly they also have a sense for how well they're doing versus the other team members okay so with that thanks and i will see you in another video you