Lead distribution and management in SugarCRM
One of the very significant operations in an organization is assigning leads to the most appropriate resources. Proper lead management is the deciding factor in the success or failure of a business so entrepreneurs must devise a well thought plan in order to convert maximum leads into clients. The lead distribution system of SugarCRM allows companies to filter the leads on the basis of a variety of criteria and create custom lead distribution and routing program.
Lead distribution is actually a combination of different modules with each of them having a specific function and features. The most interesting part is the lead “push” and “pull. If a new lead logs in, it is directly pushed to the person meeting the criteria to deal with it and it can be pulled as well by another sales person in the company out of the pool of leads. The complete mechanism of lead distribution in SugarCRM can be seen in the following image:
- In the list view of the lead, you can search for lead by using the search subpanel. Please refer to the “Information search in Sugar” for more information.
- You can add one or more leads in the campaign of the target list. The procedure is as follows.
- In the lead list view check the beginning of the check box of lead that you want to add.
- click the “Add to target list” from the action drop-down list.
Since c. target list search page is displayed, perform a search, select the target list from the list.
Import the lead using the vCard ●, For more information for how to export, please refer to the “import and export of customer contact information using the vCard”.
- from the detailed view of the lead, select the external data sources, such as LinkedIn, it will be able to cite the data. For more information about the external data source, please refer to the “data collaboration from an external data source.”
- To import a record, select the “Import of lead” from the action drop-down list of leads on the navigation bar. For more information on importing data, please refer to the “Importing data”.
- To export a record, select a record from the list view, select the “Export” from the action drop-down list. Please refer to the “Export Data” for more information.
- To merge records with field values that overlap, select the records with the field value to duplicate from the list view, select the “Merge duplicates” from the action drop-down list. Please refer to the “Merging of record” for more information.
- To check the update history of the lead information, select the “Update history” from the action drop-down list in the detail view.
- To edit or delete summarizes the information about the plurality of leads, select multiple records in a list view of the lead, and then select the “mass update” from the drop-down list. Please refer to the “mass update of record” for more information.
- To display a detailed view of the lead record, click the lead name in the list view.
- You can perform the following tasks in the detail view.
- Select “Edit” from the action drop-down list, and then edit the record.
Go to drop-down list and select the “duplication”, to move to the edit view by replicating the lead. This feature is useful when you want to create a lead with information that is similar. Edit the information of the different parts, you can create a new lead.
- When you select “Delete” from the action drop-down list, remove the lead.
Action from the drop-down list, select “Manage Subscriptions”, to manage the subscription of the newsletter.
Select a newsletter from the “unsubscribe” list, it is possible to drag-and-drop to the “Subscribe newsletter” list, and add the lead in the newsletter subscription mailing list.
Select a newsletter from the “Subscribe newsletter” list, “unsubscribe” by dragging and dropping to the list, add the lead to newsletter subscription mailing list, the Click to subscribe to information of the newsletter “Save” updated you.
- For more information about editing a reference of the sub-panel of information, please refer to the “management of the sub-panel-related information.”
- procedure to archive E-mail associated with lead are as follows.
- In the details view, scroll to the “History” sub-panel, and then click the “Archive E-mail creation” from the drop-down list.
- Since the archive E-mail creation form is displayed, copy and paste the relevant information of the E-mail on the field.
- Click “Save” to save the archive E-mail.
Note: and campaigns in the Web, such as your Web site, in order to use other sources, you can create a Web-to-Lead form. This read information is stored in the database of Sugar, and can be used in order to create a business negotiation. Please refer to the “Web-to-Lead Creating Forms” for more information.
Evaluation for lead in Sugar, on which were classified, it will be able to convert the lead to the contact person. by lead conversion options of value be set by the system administrator, activities related to the lead at the time of conversion (task, telephone, meeting, memo, E-mail) can be treated with any one of the methods of the records in the following I can.
- Copy: for the records of the selected module, and all activities related to the original lead can be associated copy. Select more than one type of module, you can copy the relevant activities. To copy the activities will remain that are associated with continued to be the original lead after conversion.
- Move: to record the selected module, you can associate it to move all the activities related to the original lead. Modules that can be selected in the destination is only one. Activities of the moving object is removed is related from the original lead after the conversion.
- Do nothing: activities related to convert the original lead, also will be in the state that is associated with the intact original lead after conversion.
Lead conversion procedure:
- From the drop-down list in the detail view of the lead, choose the “lead of the convert.”
- appears “lead convert” screen.
- whether the convert destination of contact persons to create a new, and then select from the existing contact record.
If you want to create a new and check the “Create contact person” check box, and enter the required information in the fields below it.
If you want to select an existing contact record, remove the check from the “contact persons create” check box, perform a search by clicking on the arrow icon to display the contact person search screen, the convert destination Select the contact record that.
- whether the suppliers who convert destination of trading contact person belongs to create a new, and then select from the existing customer record.
If you want to create a new and check “create customer” check box, and enter the required information in the fields below it.
If you want to select an existing customer record, remove the check from the “customer creation” check box, a search is performed by displaying the business partner search screen by clicking on the arrow icon, and select the customer record.
- “negotiation creation”, “memo creation”, “telephone creation”, “conference creation”, and put a check in the check box of “task creation”, you will see the field under it. Create a record by entering the required information, it will be able to associate in the conversion destination of customer stakeholders.
- If the “activities copy” or “move the activities” list is displayed, you can select the modules to copy or move the activity. If you do not want to copy or move, please select “none” If you do not select anything (in the case of a copy) (in the case of a transfer).
In the case of copy you can select a plurality of modules by clicking the module name while holding down the multiple of Ctrl key. Modules that can be selected in the case of moving only one.
Contact person, in addition to the customer, also appear in the list module that was the record created interest in the No. 5. The contact persons do not appear in the copy or move destination If you select an existing record.
This field does not appear if the system administrator has set up a “do nothing” in the “lead conversion options” in the “System Settings”.
- Select the mandatory fields and set the other fields as necessary, and then click the “Save”. This (to create a new contact person If you choose to New Item No. 3), to associate the record to the contact person, to display the link to the new record. In addition, you can see the record that is associated with from the detailed view of the contact person.
May 18, 2020
April 28, 2020