Leads

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

1. Click on the + Group button to create a new lead group.
2. Name the group (e.g., "New Prospects," "Freight Forwarding Leads").
3. Save the group to organize your leads effectively.

Adding a New Lead

1. Click on the + Lead button within a group.
2. Enter lead details such as Name, Company, Contact, Industry, and Source.
3. Click the Save icon to save the lead.

Adding Custom Fields to Leads

Custom fields allow you to capture additional data specific to your business needs.

Types of Custom Fields

• Text Field: Free-text input (e.g., Notes).
• Number: Numeric data (e.g., Budget).
• Drop-down: Single-select options.
• Multi-Select: Multiple choice options.
• Date: Date information (e.g., Follow-up Date).

Mapping Custom Fields to Data Models

Integrate custom fields with Data Models in LogixPlatform.

Setting Up Automation for Leads

Automation ensures specific rules or actions are executed automatically.

• Auto-Assign Leads: Assign by location or service type.
• Email Notifications: Send emails on status change.
• Follow-Up Reminders: Trigger reminders on activity.

Creating Opportunities from Leads

1. Click on the + Opportunity button next to a lead.
2. Select Opportunity Type (Transportation, Warehousing, Freight Forwarding).
3. A new opportunity is created and accessible from the Opportunity menu.

Best Practices for Lead Management

• Organize Leads: Group by source, industry, or service type.
• Use Custom Fields Wisely: Capture all relevant data.
• Leverage Automation: Automate repetitive tasks.
• Convert Leads to Opportunities: Move leads quickly to maximize revenue.