Managing your sales leads efficiently is crucial for maintaining a robust sales pipeline and achieving your business goals. In FranConnect, a comprehensive franchise management software, adding and modifying sales leads is a streamlined process designed to enhance your productivity. This guide will walk you through the steps to add new leads and update existing ones, ensuring your sales data is always current and accurate. Whether you're a seasoned user or new to FranConnect, this article will provide you with the necessary knowledge to manage your sales leads effectively and optimize your sales efforts.
Adding a New Lead in FranConnect
Note: To add leads in bulk via import, please check out our How to Import Leads Into FranConnect article.
To add a lead in FranConnect, first log into your FranConnect environment. Click Sales on the left-hand sidebar and then select Lead Management from the drop-down menu.
On the ensuing page, click the Add Lead button.
You will be taken to the following page:
On this page, fill in all of the required information plus any extra information you wish to add for your lead. When you have confirmed that all of the entered information is correct, click Submit at the bottom of the page.
If everything worked correctly, you will be taken to your new lead's profile page.
Now, let's look at how to copy lead or owner data that is already in your FranConnect system to a new lead.
Copying Existing Lead or Owner Data to a New Lead
To copy existing lead details to a new lead, navigate back to the "Add Lead" page as we did in the section above. At the top of the form is the "Select Lead Type" drop-down.
Note: We will be using an existing lead as an example in this section. However, whether you select a lead or an owner, the process is essentially the same.
Once you have selected an owner or a lead, you will be given the following menu, where you can search for the person you wish to create as a new lead.
Selecting an existing lead will autofill the form as can be seen below:
Next, let's take a look at how to modify a lead in FranConnect.
Modifying a Lead in FranConnect
To modify a lead in FranConnect, navigate back to the "Lead Summary" page.
Click the gear icon corresponding to the lead you wish to modify. Select Modify from the drop-down menu.
You will be taken to the following page:
Here you can edit any information you wish to edit about your lead such as contact information, addresses, lead status, etc. When you are finished editing your lead, click Submit at the bottom of the page.
You will be taken back to your lead's profile page.
Conclusion
Managing your sales leads in FranConnect is crucial for boosting your sales performance. By following this guide, you can easily add and update your leads, keeping your sales pipeline organized and up-to-date. Staying on top of lead management helps close deals faster and build stronger client relationships. With FranConnect's tools, you can streamline your sales processes and drive your business toward success.