Introduction
In Aura CRM/Sales, the Lead entity plays a pivotal role in managing and nurturing potential business opportunities. This documentation provides comprehensive guidance on understanding, creating, and effectively utilizing Leads within the system.
What is a Lead?
A Lead in Aura CRM/Sales represents a record containing valuable information about a potential sales prospect. This could be an individual or an organization expressing interest in your products or services. Leads serve as the initial stage in the sales pipeline, allowing your team to track and cultivate relationships with potential clients.
Key Components of a Lead
- Contact Information:
- Capture essential details about the lead, including their name, email, phone number, and any other relevant contact information.
- Company Details:
- If the lead represents an organization, record information about the company, such as the company name, industry, and size.
- Lead Source:
- Identify how the lead was generated, whether through a website form, referral, marketing campaign, or other channels.
- Lead Status:
- Track the current status of the lead in the sales pipeline, indicating whether it is a new lead, contacted, qualified, or other relevant stages.
- Activity History:
- Record interactions and engagements with the lead, including calls, emails, meetings, and any other communication.
- Notes and Attachments:
- Add notes and attach relevant documents to keep a detailed history of interactions and important information.
Manage Your Leads
For those leads already in progress, our user-friendly interface allows you to seamlessly navigate through your list of leads. Track their progress, update key information, and stay on top of every interaction — from the initial contact to successful closure.
Monitoring leads and keeping the status current enables you and your manager to observe your complete lead funnel. By incorporating lead activity on your Dashboard (Today on the main menu), you gain visibility into the entire lead gen process, spanning from the initial identification and entry, to conversion to a qualified opportunity.