Lead Card Overview
The Lead Card helps you track and manage sales leads. It provides key information at a glance and offers tools for updating lead status, adding notes, scheduling follow-ups, and storing documents.
List View: The Lead Card list view displays high-level information about each lead. To see more details, click on the lead name
Open Card View: The open Lead Card view provides access to more detailed information and tools
Managing Leads Using the Activity Tab
The Activity tab enables you to track lead progress and manage activities:
View Activity History: The Activity tab displays a chronological log of all updates made to the lead.
Add Activity: To update a lead's status, add notes, or set a follow-up date, click on the Add Activity button.
Lead Statuses: Each lead status is assigned one of three flags:
Active: Use this for leads that are currently being pursued.
Approved: Indicates leads that have been qualified or approved.
Lost: Use this for leads that are no longer being pursued. This helps you keep your active lead list organized and focused on priority leads.
Notes: Provide detailed notes about your interactions with the lead to keep a thorough record of your sales process.
Follow-up Time: Schedule follow-up activities by clicking in the follow-up field to select a date and time.
Managing Lead Documents
Use the Documents tab to upload and store files related to the lead, such as sales proposals or underwriting documents:
Uploading Documents: Click the Upload button and select the file you want to upload from your computer.
Viewing Documents: Click on a document in the list to download it or view it in your browser.
Deleting Documents: Click the trash can button next to a file and confirm the deletion to remove it.
Lead Card FAQ
1. What is a Lead Card?
A Lead Card is a digital record within the PulsePoint/MSPware platform that contains essential information about a potential customer (lead). It helps salespeople track and manage their interactions with leads throughout the sales process.
2. What information can I find on a Lead Card?
Lead Cards provide key details at a glance, including the lead's name (often the business DBA name), contact information, and any relevant notes or activity updates. For more detailed information, you need to open the Lead Card.
3. How do I update the status of a lead?
You can update a lead's status within the "Activity" tab of the open Lead Card. Each status is categorized as either "Active," "Approved," or "Lost," allowing for efficient lead management and prioritization.
4. How can I schedule a follow-up with a lead?
To schedule a follow-up, go to the "Activity" tab, click on the "Add Activity" button, and use the calendar interface to choose a date and time. You can also add notes regarding the follow-up.
5. What is the purpose of the "Notes" section in the Activity tab?
The "Notes" section is where you can record detailed information about your interactions with the lead, including conversations, agreements, and any other relevant details.
6. Can I upload documents related to a lead?
Yes, you can upload and store documents, such as proposals or contracts, within the "Documents" tab of the Lead Card. This keeps all relevant information organized and accessible in one location.
7. How do I access uploaded documents?
Click on the desired document within the "Documents" tab to download it or open it directly in your browser, provided you have the necessary plugins installed.
8. Who can I contact for further assistance with Lead Cards?
For additional support, you can reach out to PulsePoint/MSPware via phone at 877-844-0032 or by email at support@fidano.com.