LeadManager

LeadManager
Prospect View Quick Start Guide v16.4
LeadManager
Prospect View Quick Start Guide v16.4
©2016 Velocify
LeadManager
Prospect View Quick Start Guide v16.4
List Providers: These leads originate from a wider pool of data and are less time sensitive than leads in my Prioritiy View and Normal
View. As a user I want to be able to generate business after I have exhausted the priority and time sensitive
leads assigned to me or when I feel I am ready to dip into another lead source pool.
The provider you have selected is tagged as a Prospect provider. Leads
from this provider will be automatically added to the Prospect View. If you
would rather have leads from this provider added to the Normal and
Priority View, uncheck the checkbox.
New Provider Type
Add Prospect Leads to Prospect View
©2016 Velocify
LeadManager
Prospect View Quick Start Guide v16.4
As a user:
1. I can work these leads separately, but also place them into my contact pursuit when interest is established.
2. I can filter and sort based upon specific targets defined by myself or my Manager/Admin.
3. I have all the same functionality as Normal View today (take actions, add statuses, call via DIQ, create CE/Tasks).
Prospect View
©2016 Velocify
LeadManager
Prospect View Quick Start Guide v16.4
Promote Lead: All leads in the Prospect View have a new button called 'Promote Lead'. Once I have
established contact with a lead, I may want to follow the best contact strategy/pursuit which is set up
using Priority View. This 'Promote Lead' feature allows me to transfer the lead from the Prospect View to
Priority View and Normal View.
Advanced Filters
New Prospect View
©2016 Velocify
Promote Lead
LeadManager
Prospect View Quick Start Guide v16.4
Advanced Filters: This feature allows me to filter and sort based on specific targets defined by myself
or my Manager/Admin.
©2016 Velocify
LeadManager
Prospect View Quick Start Guide v16.4
Import: I can import Prospect Leads directly by mapping Object Type Id = Prospect.
Object Type Id
©2016 Velocify