Lead Management Module

What

The Lead Management Module in ShareBuilder CRM enables sales teams to create and manage leads separately from the main account list, preventing clutter and allowing for focused lead nurturing.

Why

Separating leads from established accounts streamlines the sales process, allowing Account Executives (AEs) to focus on converting leads into clients without overwhelming the primary account database. This organization enhances efficiency and clarity in sales operations.

How

1. Enabling Leads:

   • Leads are enabled by default for all markets, stations, and users within ShareBuilder CRM.

2. Lead Ownership and Assignment:

   • If the optional Lead Ownership feature is activated, AEs automatically own the leads they create. Managers have the capability to assign leads during the creation process. There is currently no limit to the number of leads a user can own or the duration of ownership.

3. Creating Leads:

   • Any user can create a lead by navigating to the Add option within the Companies section.
   • Only the lead's company name is required initially; additional details can be added later.
   • If Lead Ownership is enabled, the creator AE will automatically own the lead, and managers can assign leads during creation.

4. Lead Integrations and Importing:

   • Utilize Zapier to synchronize leads, accounts, activities, contacts, and more between ShareBuilder CRM and preferred lead generation tools.

5. Managing Leads:

   • Access the Leads page under the Companies section to manage leads.
   • A lead can only be deleted once it has been converted into a claimed account; managerial roles are required to delete and restore leads.
   • Currently, leads cannot have financials, booked deals, forecasts, pending statuses, or aging information.
   • Leads can have associated activities, contacts, files, and CNA/Notes.
   • To request leads, use the standard account request process within the CRM.