How to Add a New Call In Lead Management System | CRM | Absolute ERP

Introduction

This tutorial provides a step-by-step guide on how to add a new call-in lead management system using the Absolute ERP CRM. This system is essential for efficiently managing incoming leads, tracking interactions, and ultimately improving conversion rates. Whether you're new to CRM systems or looking to enhance your current setup, this guide will walk you through the necessary steps.

Step 1: Access the CRM Dashboard

1. Log into your Absolute ERP account.
2. Navigate to the CRM section from the main dashboard.
3. Look for the "Lead Management" option in the sidebar menu.

Step 2: Initiate the Lead Creation Process

1. Click on the "Add New Lead" button, usually located at the top right of the lead management page.
2. Select "Call In" as the lead source from the dropdown menu. This specifies that the lead is coming from a phone call.

Step 3: Enter Lead Details

1. Fill in the necessary fields for the lead:
   • Name: Enter the full name of the lead.
   • Contact Number: Input the phone number from which the lead is calling.
   • Email Address: (Optional) Add the email if provided.
   • Company Name: (If applicable) Fill in the company name.
   • Lead Status: Select the current status of the lead (e.g., New, Follow-up, Converted).
2. Include any additional notes or comments regarding the lead to provide context for future interactions.

Step 4: Assign the Lead to a Team Member

1. Look for the "Assign To" field within the lead creation form.
2. Choose a team member from the list who will be responsible for following up on this lead. This helps ensure accountability and timely responses.

Step 5: Save the Lead Information

1. Review all the entered information for accuracy.
2. Click the "Save" button to store the new lead in the system.

Step 6: Set Follow-Up Reminders

1. Once the lead is saved, navigate to the follow-up section of the lead profile.
2. Set a reminder for the next follow-up date and time to ensure consistent communication.
3. Choose the method of follow-up (e.g., phone call, email) to keep records organized.

Conclusion

Adding a new call-in lead to your CRM system is a straightforward process that can significantly enhance your lead management. By following these steps, you can efficiently capture and manage leads, ensuring no opportunity is missed. After implementing this system, consider regularly reviewing your lead management practices to optimize your workflow. For further enhancement, explore additional features of Absolute ERP that may benefit your team.