Creating a new lead in SIX ERP is a fundamental process that allows your business to track potential clients and opportunities effectively. This comprehensive manual guides you through each step to ensure you can capture, manage, and convert leads efficiently.
Log into SIX ERP: Start by logging into your SIX ERP account using your credentials.
Navigate to the CRM Module: On the left menu bar find the entry "Customers > Leads". Click on "Leads".
In the lead management interface find the button "NEW LEAD" in the top navigation pane and click it. Alternatively form anywhere in SIX ERP use the keyboard shortctut SHIFT-L.
Enter Lead Details: You will be presented with a slide-in form to enter details about the new lead. Fill in the fields with the relevant information, such as:
Company: The name of the company.
Lead Name: The name of the individual who contacted you.
Contact Information: Include phone number, email, and address if available.
Source: How you came to know about the lead (e.g., website, social media, referral).
Status: Set the initial status of the lead (e.g., new, contacted).
Assigned To: Select the team member responsible for this lead.
Lead Management is the critical heartbeat of the sales funnel, acting as the first step in transforming potential into success. By meticulously capturing and nurturing each lead in SIX ERP, we lay the foundation for meaningful relationships and strategic growth. It's not just about managing contacts; it's about fostering potential at every turn.
Notes: Add any relevant notes that might assist in managing or converting the lead.
Attachments: If applicable, attach any documents related to the lead.
Review the Information: Before saving, review all the details you have entered to ensure accuracy and completeness.
Save the Lead: Look for the "SUBMIT" button on the lower right corner of your screen to save the new lead. Click on it once you have double-checked all the information.
Schedule Follow-Up: Consider scheduling a follow-up task or activity directly after saving the lead. This might involve setting a reminder to contact the lead or scheduling a meeting.
Monitor Progress: Regularly check the status of the lead through the Leads Interface to monitor progress and take necessary actions to move the lead through the sales funnel.
Successfully creating and managing leads in SIX ERP is crucial for nurturing potential clients and opportunities. By following the steps outlined in this manual, you can ensure that your leads are accurately captured and efficiently managed, setting the stage for successful conversion and long-term relationships. Remember, the more detailed and accurate the information you provide, the better equipped you'll be to tailor your approach to meet the specific needs and interests of each potential client.