Lead Detail Attributes

What are lead detail attributes?

Every lead comes complete with status, value, closing and source attributes assigned to it. These attributes are located directly under the lead detail header and can be adjusted at any time by clicking on corresponding sections.

leaddetailattributes

1. Lead Status

Clicking the Lead Status and Maturity box will display a drop down with selections of stages of the sales process previously configured. If the default stages aren't fine tuned enough for your sales process, Lead Status and Maturity percentages can be customized by setting up the status names and percentages inside the sales process setup.

2. Lead Worth

This field is the monetary value of the lead and can be as little as one cent or as high as needed.

3. Expected Closing Date

Set or reset the expected closing date easily with a drop down calendar.

4. Lead Source

Keeping track of which lead sources generate the most successful deals is a cinch with dashboard. The lead source manager can be found by navigating to the settings page and clicking on "Lead Sources". Type the title or name of the lead source and click "Add Source". Once the source is saved it will be available as a selection in any drop down that lead source is referenced.

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What is the status attribute of a lead?

Each organization has a unique sales process. Luckily, dashboard allows everyone to change the steps of their sales process and assign percentages that indicate how close a sales representative is to a deal. By default, Lost is assigned 0%, New is 1% and Won is set to 100%.

leadstatusattributedropdown

1. To add a stage in a sales process, click on the settings tab, go to "Leads Setup", then click on the button marked "Edit Statuses" for the specific lead type. Click on the green plus sign of the status you would like to enter a new status below. A modal window will pop up asking for the title and description of the new status. Click "Add Status" or cancel to abandon changes. Once the new status appears in the list, use the dotted margin areas to drag and drop your status items into the correct order if needed. The new stages of the sales process will appear in every lead status and maturity dropdown for the lead type the stage was saved.

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What is the value attribute of a lead?

Clicking "This lead is worth" allows a user to enter the value of the lead. Enter the dollar amount and click the green check to approve or the red cancel button to abandon changes.

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What is the closing attribute of a lead?

Expected closing date is equipped with a calendar for ease of date picking. Simply click the box for closing date, select a date from the calendar and the newly selected date will automatically be displayed.

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What is the source attribute of a lead?

How many lead sources can one company utilize? The answer is as many as possible for as many closed deals as possible. Add lead sources here and keep track of whether your lead originated from a convention, a website or a conversation at a coffee shop. Set the default lead source for the general lead type and it will be the system's first choice for lead source for every new lead entered, unless of course the setting is changed, and fyi, it can be changed as many times as you see fit.

The lead source attribute can be adjusted at any time by clicking the section marked "Lead Source". This will display a drop down with previously configured lead sources or the system default lead source, "Manual Entry".

leadsourceattributedropdown

1. To configure custom lead sources, visit the settings page, click "Lead Setup" and then click on the "Edit Sources" button for the specific lead type. Click on the green plus sign of the source you would like to enter a new one below. A modal window will pop up asking for the title and description of the new source. Click the "Make this my default source" checkbox if desired and click "Add Source" or cancel to abandon changes. Once the new source appears in the list, use the dotted margin areas to drag and drop your source items into the correct order if needed. Once lead sources have been saved to an account they can be accessed from the lead source dropdown for any lead of an associate type.

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