A lead is a potential customer who has expressed interest in your product or service. This interest could be shown through actions like signing up for a newsletter, downloading a resource, or engaging with your brand. Leads are valuable because they represent future sales opportunities and effectively nurturing them can lead to long-term business relationships.
To generate a Leads, navigate to NextGenSwitch > Contact Center > Leads and Click on Create New Lead to start entering the lead information.
Name: To record the full name of the lead.
Designation: To specify the lead’s job title or role within their organization.
Phone: To capture the lead’s primary contact number.
Purpose: To store the lead’s email address for communication purposes.
Website: To record the lead’s associated website.
Company: To store the name of the lead’s organization or company.
Address: To log the physical address of the lead.
Source: To identify how the lead was acquired.
Notes: To store additional information or observations about the lead.
Status: To track the current stage of the lead in the sales process.
Effective lead management is essential for maintaining a consistent and professional sales approach, ultimately increasing your chances of converting leads into customers.