Leads refer to individuals or organizations that have shown interest in a product or service and have provided their contact information as potential prospects for further engagement.

New Lead entry

• Navigate to Marketing module
• Select Lead
• Click the Add New Lead button
• Enter all required information

Score:

• Frozen Lead

Frozen lead refers to a situation where progress is completely halted, and there is no movement forward.

• Cold

A cold lead represents an opportunity or prospect that shows little to no interest or potential. It often comes from a contact who may have been engaged at one point but has since lost interest or doesn’t respond

• Lead

A tepid lead is someone who shows mild interest but isn’t fully committed or ready to engage. There is some potential, but it hasn’t yet developed into something solid.

• Hot

A hot lead is a highly engaged and interested prospect who is ready to take immediate action. Hot leads are near conversion, often requiring little effort to close. These leads are a high priority because they represent strong potential for success or business, and quick follow-up is crucial to capitalize on the opportunity.

• Swizzling Lead

A swizzling lead is a dynamic and unpredictable lead that constantly shifts. They may show interest, back off, then re-engage in a different way.

Sample leads