In this article, you'll learn how to use the list view in the leads area and configure contact templates.
Contents
- The new prospect communication
- Structure of the new leads view
- Detail view of a prospect
- Configure contact templates
Prerequisites: Pricing tier Pro or higher.
Fast lane
- Go to Leads / Conversion / Overview
- Click on the list icon next to the search field
The new prospect communication
The leads management system ensures that you never lose sight of your current prospects, increasing your member acquisition success rate. Functions such as initial contact planning, and later in the process, detailed contact documentation, help you to optimally align the process of prospect acquisition. Find out exactly how the prospect communication works and how to get the most out of it in this article.
Structure of the new leads view
You can access the leads list view by clicking on the list icon at the top of the leads management screen, next to the search. To the right of the buttons for switching between the list view and the previous interest overview, you will find a selection field for filtering the displayed prospects by assigned employee. For example, you can display only the prospects assigned to you, or filter for prospects with no assigned employee.
Another special feature is that all prospects, except for new ones, are always assigned a next contact time. This way, the prospect communication pushes the active management of prospects and prevents prospects from being forgotten. According to this logic, the list display is divided into the following tabs:
- All - all prospects, sorted by the next scheduled contact time.
- New - new prospects that do not yet have a scheduled contact time. Here the sorting is done by default according to the date of receipt.
- Today - prospects due to be contacted today as scheduled.
- Overdue - prospects who should have been contacted at a past date.
- Planned - prospects with a planned contact date in the future.
Basically, it is recommended to contact all new prospects as soon as possible. If you do not make the contact directly, it makes sense to plan an initial contact for new prospects. You will learn how to do this in the next section.
Detail view of a prospect
To get to the detailed view of a prospect, simply click on the respective line. Clicking on the name takes you to the member profile.
On the left side of the detail view you will find general information about the prospect, which you can also edit here. The right side of the detail view is mainly used for contact documentation and planning.
Contact planning: The line for contact planning is colored according to the status. Click on "Plan now" to plan a first contact, or on "change" to change an already planned contact. A dialog opens where you can set the next contact time. You can choose a day and optionally set a time or a time interval, for example if the prospect is only available at certain times. You can also select a contact template for the next contact, so that it is already preselected for the next contact documentation. You can also optionally change the assigned employee and the process phase.
Contact documentation: Below the contact planning you will find the contact documentation area. Here you can record all important information about your contact with the prospect in the free text field "Notes". In addition, you can select a predefined contact template with an interview guide and a to-do list (see below for how to configure these). To complete the contact documentation, click on "Save". If you did not reach the prospect, click on "Not reached" instead. Following the "next contact" principle, the dialog for planning the next contact appears here as well. Set the desired values and click on "Save" again.
The respective information is saved as an entry in the prospect's history. Your notes and unfinished to-dos are displayed here, so that you can refer to this information the next time you make contact.
Configure contact templates
Contact templates are used to structure the contact process and provide your employees with an interview guide and to-dos. To configure your contact templates, go to Settings / Leads / Contact templates. Then click on "Create Contact template" in the upper right corner.
Then give it a name, create the interview guide, and add to-dos.
Once you have saved the contact template, you can activate or deactivate it from the contact templates overview using the three-dot menu on the respective row.