Leads

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 Sellers 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, Sellers automatically own the Leads they create. Managers can 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:
     • clicking the Add button found in the top banner of any CRM page:
       
     • or while under Companies → Leads, using the Actions dropdown to add a new Lead:
       
       
       
   • Only the Lead's company name is required initially; additional details can be added later.
   • If Lead Ownership is enabled, the creator 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 Companies → 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 Sales Analysis, 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.