Lead Management Software - Masters for Working With Leads

Masters

Masters are used for storing various master details. Masters are single time entries and can be accessed when required for working with leads.

The Masters can be accessed from the Masters menu.

Masters for Working with Leads

Step 1: Source Master

The Source Master is to enter the name of the place from where the lead is obtained. You may obtain leads from various sources, such as from your business contacts, or from a lead management consultancy, or by means of various lead research.

To enter the details, Click on New. Enter the Source Name and Click on Save.

Add Best Lead Sources from Lead Research

Click on Connection Details configure the Database credentials of the website from where Details of registered users can be directly downloaded to the application.

Connection Details in Lead Generation Software

Enter the Server Name, Database, UID and Password. Select Import to Bulk if the data has to be imported through the Bulk Import Screen.

Connection Details in Lead Generation Tool

Click Connect.

Connect to Leads App

In Map Columns, the tables in the Database will be imported. Select the Table Name.

Map Columns in Lead App

Once the table is selected, map all the Application fields with the Database fields.

The Data from the configured Database will be Directly imported to the Lead Manager Application on click of Download from all Sources in Import screen.

Map Columns in Lead Management Tool

Map the other fields in the same way.

Step 2: Activity Type Master

The Activity Type Master is to enter the name of the activity that is used to contact the Lead such a phone call, Email Etc.

Click on New. Enter the Activity Type performed and Click on Save.

Lead Management Activities

Step 3: Not Interested Reason Master

The Not Interested Reason Master is to enter the Reason for concluding the follow-up for a Lead which are frequently used.

Click on New. Enter the Reason and Click on Save.

Lead Management Follow-up Tasks

Step 4: Product Master

In Product Master, the details regarding the product such as Product Name, Rate, Unit , GST%, Total Rate has to be entered. Mention Remarks if any.

Click on Save.

Manage Leads for Products

Step 5: Category Master

In Category Master, the Categories to which the Leads belong to can be entered. Click on New.

Enter the Category Name and Click on Save .

Manage Leads for Business Categories

Step 6: Language Master

In Language Master, the languages used more often can be stored. Speaking the lead's native language will help to understand their requirement in a better way and also make them feel comfortable.

Click on New. Enter the Language Name and Click on Save.

How to Manage Leads by Language?

Step 7: Group Master

The Group Master is to enter the Group Names. Leads can be grouped based on their Places, interest in products Etc.

Click on New. Enter the Group Name and Click on Save.

Group Leads for Marketing Automation

Step 8: Company Master

The Company Master is to enter the name and the details of the Lead Company. The Leads who contact you from the existing company in this master can be linked together for the reference.

Click on New.

Enter the Name of the Company. Select the Country, State and Place . Enter the Phone No., Address1, PIN Code, Fax, Website and Remarks if any.

Enter the Name of the Employee who is handling the leads of that company in the Handled By field.

Check the Is Customer Checkbox if the lead is already your customer. The GST Applicable Checkbox can be checked based on the lead companies GST compliability.

How to Manage Leads by Company?

To Edit or Delete the entries made before, you can use the below mentioned Icons.

Successfully Manage Leads by Storing Company Details

Step 8.1: Linked Leads

Click on the Linked Leads Icon as shown below.

Lead Management, Masters for Working With Leads, Link Leads to Company

The Leads linked to the specified Company can be viewed here along with all the details saved.

Link Leads to Company

Click on Back to navigate to Company details screen again.

Step 8.2: Company Contacts

Click on the Company Contacts Icon as shown below.

Get Lead Contact Information for Business

The Contact details of associated people from the mentioned Company can be entered here.

Click New. Enter the Contact Name, Designation, Phone No., Fax and Email Id of the Company contact person.

Click on Save.

Store Business Leads Information

Step 9: Dealer Master

The Dealer master is to store the name of the Dealers associated with your firm.

Click on New. Enter the Dealer Name and Click on Save.

Dealer Details in Lead App

Step 10: Keyword Master

The Keyword master is to store the Email Keywords such as ‘info' which are usually used as official Id's. This will be helpful while exporting the Emails from the Software for reasons like Bulk Emailing to avoid the Mail hitting Spam.

Click on New. Enter the Keyword and Click on Save.

Keyword Master Tool in Lead Generation Software

Step 11: Invalid Email List Master

The Invalid Email List master is to store the list of some common Invalid Email Id's. Click on New. Enter the Invalid Email Id and Click on Save.

Invalid Email List

Step 12: Unsubscribes List Master

The Unsubscribes List master is to store the list of Unsubscribed Email Id's.

Click on New. Enter the Email Id to be Unsubscribed and Click on Save.

How to Unsubscribe from Emails?

Step 13: Mobile Email Template

The Mobile Email Template is a predefined data template which can be utilized to send the mails directly through the Android Application "Manage Leads".

Enter Name of the template,Subject, Quotation link, Body of the mail and Remarks if any. Click Save.

Mobile Email Template for Managing Leads

Step 14: SMS Template

The SMS Template is a predefined data template which allows the user to select the defined Template for a specific purpose and send the SMS's.

Enter the Heading of the template, specify whether the Content has to be Prefix or Suffix by selecting one of the options and enter the Content of the SMS.

Check the Is Global checkbox if the SMS has to be saved for everyone.

Click Save.

Manage Leads by SMS

Step 15: Country Master

Country Master is used to store the names of Country where Leads are located.

Click on New. Enter the Country Name and Click on Save.

Country Master in Modern Marketing Management Software

Step 16: State Master

State Master is used to store the names of State where Leads are located.

Click on New. Select the Country. Enter the State Name and State Code. Click on Save.

State Master in Best Marketing Management Software

Click on the below shown Three dotted Button to open Country Master directly from State Master.

State Master in Best Marketing Management Tool

Step 17: Place Master

Place Master is used to store the names of Places where Leads are located.

Click on New. Select the StateName. Enter the Place Name and Click on Save.

Place Master to Manage Sales Leads Like a Pro