In our latest update, we have rolled out a set of new features that will make your lead management process way more efficient. These include - different sales pipelines for different products & services, assigning stages to leads, adding custom fields, and adding labels. We will go into the details of each of these features to show you how you can use them to manage your leads efficiently.
Creating Different Sales Pipelines
As a business, you would have multiple products and services to offer to your clients. And you would need to manage leads for all these different products/services separately. You can now do that easily on Refrens by creating different sales pipelines for each of your products or services.
For example, suppose you are running a creative agency offering different types of services like content writing, product photography, social media marketing, advertising, PR, etc. And all of your leads would want a particular type of service. Now as you start getting more leads, it can get very complex and messy to manage all these leads in a single lead database. But you can solve this problem by creating different sales pipelines for each of these services, and easily managing and tracking leads across all the pipelines.
To create a new sales pipeline, go to lead management. Here you will see all the sales pipelines that you have created.
For my creative agency, I have already created two different pipelines for my content writing service and social media service. But I also want another pipeline for our product photography services.
To create a new pipeline. Click on “new sales pipeline”
You will see a new form open up. In the pipeline name, you can write the name of the product or service this pipeline is for.
As I am creating a new pipeline for my product photography service, I will write “Product photography” in the pipeline name. You can also add more details in the description if you want. For example, I am writing “Leads received for product photography services”.
Assigning a stage to your lead makes it easier for you to classify and track them. There are a few default stages that you will see in the editing pipeline stage section.
When you add a lead it will be in the “Open” stage, when you reach out to that lead, you can change the stage to “Contacted”, When you send a quotation or proposal to your lead,
change the status to “Proposal sent”. Similarly, change the stage when the deal gets done, is lost, or is not serviceable.
You will also see a column called “Closure chances”, it shows you what are the chances of closing a lead when it is in a particular stage. For example, when you receive a lead, there might be a 10% chance that you will be able to convert it. When a lead is in the “Proposal sent” stage there might be a 50% chance of conversion/closure and so on. You can edit these fields according to your business standards.
You can either go ahead with these defaults, or edit them by clicking on the placeholders, and also add new stages according to your business needs.
Now here, I also want to add a stage for “Negotiation ongoing”. I can do that by simply clicking on the “Add new stag” icon, and editing the placeholder name to “Negotiation ongoing”. I am also predicting that when a lead reaches this stage, It will have a 70% chance of closure. So, I will write that in the “closure chance” column
Adding Custom Fields
If you would like to capture more information about your leads, you can do that with custom fields.
Click on "Add New Field" under "Custom Fields" to create fields for capturing additional lead data.
As you see above, you can create custom fields with various formats like radio buttons, single/multi-select dropdowns, checkboxes, currency, date, URL, etc.
To edit these custom fields, go to Business settings > Lead management system > Pipeline custom fields.
As you see above, I have created custom fields to capture additional information like team size and website URL.
Assigning Stages to Leads
All leads go through different stages like open, contacted, proposal sent, Deal done or lost, etc. Now you can assign stages to leads to easily manage & track leads across different stages of the sales pipeline.
To assign a stage to the leads in your pipeline, go to lead management > Select the pipeline > Click on the lead for which you want to update the stage. You will see a page like this opened:
When you click on the “Change” Icon under the “Lead stage” option, a new form will appear:
Here, click on the dropdown button under the “Status” option to change the stage your field is in. While changing the status, you will also see an option to select a reason why the lead is in that stage for better context. For example, if a lead is still in the “contacted” stage, you can add more context by adding reasons like- the client went cold, was not reachable, the message dropped, or the lead was not in charge of the decision, etc. You can either select from the default reasons, or you can click on “Add other reasons” to add new ones.
Adding Labels
Labels are a great way to quickly categorize and sort out the leads you want from all your leads. If you want to attach Labels to leads like a source of the lead (Telephonic/FB/Website), New / Old, etc. you can do that easily by adding a label to your lead.
While adding a new lead, you will see an option to label the lead in the “Add Lead” form.
To edit a label or add new labels, go to Business Settings> Lead Management System > Lead Labels.
Also see:
1. How to Add Leads On Refrens?
2. How to Manage Leads Seamlessly On Refrens?
3. How to create lead capture/contact us forms to automatically capture leads?