LogixCRM provides a powerful and intuitive way to create, manage, and convert leads into opportunities. With features like lead grouping, custom fields, data model integration, and automation, LogixCRM ensures you have all the tools you need to effectively manage your sales pipeline.
Using the LogixCRM Board to Manage Leads
The LogixCRM board is your central hub for creating and managing leads. Here’s how you can use it:
Creating a Lead Group
Click on the + Group button to create a new lead group.
Name the group (e.g., "New Prospects," "Freight Forwarding Leads," etc.).
Save the group to organize your leads effectively.
Adding a New Lead
Click on the + Lead button within a group to create a new lead.
Enter the lead’s details, such as:
Name
Company
Contact Information
Industry
Source of Lead
Click the Save icon at the end of the row to save the lead.
2. Adding Custom Fields to Leads
Custom fields allow you to capture additional data specific to your business needs.
Types of Custom Fields
You can create custom fields of the following types:
Text Field: For free-text input (e.g., Notes, Comments).
Number: For numeric data (e.g., Budget, Quantity).
Drop-down: For single-select options (e.g., Lead Status, Service Type).
Multi-Select: For multiple-select options (e.g., Services Interested In).
Date: For date-related information (e.g., Follow-up Date).
Mapping Custom Fields to Data Models
LogixCRM allows you to integrate custom fields with Data Models, a feature of LogixPlatform that lets you create custom database tables.
Example:
Create a Data Model for Container with columns like:
Container Size
Unique Code
Purchase Date
Map this Data Model to a custom field in your lead.
Now, you can associate container-specific data directly with a lead.
3. Setting Up Automation for Leads
Automation ensures that specific rules or actions are executed automatically when an activity is performed on a lead.
Examples of Automation Rules
Auto-Assign Leads: Assign leads to specific team members based on criteria like location or service type.
Email Notifications: Send automated emails when a lead’s status changes.
Follow-Up Reminders: Trigger reminders for follow-up actions based on lead activity.
4. Creating Opportunities from Leads
Once a lead is qualified, you can convert it into an opportunity with just a few clicks.
Steps to Create an Opportunity
Click on the + Opportunity button next to the lead.
Select the Opportunity Type:
Transportation
Warehousing
Freight Forwarding
This will create a new opportunity, which will be accessible from the Opportunity menu
5. Best Practices for Lead Management
Organize Leads into Groups: Group leads by source, industry, or service type for easier management.
Use Custom Fields Wisely: Capture all relevant data to ensure you have the information needed to close deals.
Leverage Automation: Save time by automating repetitive tasks and ensuring consistent follow-ups.
Convert Leads to Opportunities: Move-qualified leads through the sales pipeline quickly to maximize revenue.