3.2. Lead Management & Customization

In Nexved CRM, managing leads effectively is crucial for streamlining your sales process and improving team productivity. This section outlines how to configure and customize lead statuses, sources, and how to organize them for better tracking and reporting.

Accessing Lead Management Settings

1. Viewing Leads:

   • To view all leads, go to the left sidebar and locate the Leads section. Click on this section to access the Leads dashboard, where you can see and manage all your leads.

2. Configuring Lead Management Settings:

   • For customizing lead statuses and other lead-related settings, navigate to the Settings section from the left sidebar.

   • In the Settings section, find the Leads option. Here, you can manage various settings related to lead statuses, sources, email-to-lead integration, and web-to-lead functionality.

Creating and Customizing Lead Statuses

Nexved CRM provides a set of default lead statuses, but you can tailor these to reflect your unique business processes.

1. Default Lead Statuses: By default, Nexved CRM includes a series of statuses for each lead. These include:

   • New Lead: This is the initial stage when a lead enters the system.

   • Qualified: Leads that meet your criteria and show interest in your product/service.

   • Proposal Sent: When you’ve sent a proposal to the lead.

   • Negotiation: When a lead is actively discussing terms and prices.

   • Hot: Leads that are highly interested or ready to convert.

   • Converted: Leads that have successfully moved to a sale or opportunity.

2. Customizing Lead Statuses:

   • To modify or add new lead statuses, go to the Lead Statuses section in the Leads settings.

   • Click on Add Status to create a new lead status. For example, if you need an "In Review" or "Follow-up" status for your workflow, simply type it in and click save.

   • To edit or remove a status, hover over the status name, and you’ll see options to edit or delete it.

3. Organizing Lead Statuses:

   • After customizing your lead statuses, it’s important to organize them to reflect your sales pipeline stages accurately.

   • In the Lead Statuses section, you can reorder the statuses by dragging and dropping them. Ensure the sequence mirrors your sales process, making it easier for your team to track leads at each stage.

4. Using Lead Statuses Effectively:

   • Color-coding statuses is a helpful visual tool to quickly identify the status of a lead. For example, you can use green for "Hot" leads and yellow for "Qualified" leads.

   • Regularly update and monitor your lead statuses to ensure they’re relevant to your sales cycle and provide a clear overview of each lead’s journey.

Customizing Lead Sources

In addition to customizing lead statuses, Nexved CRM allows you to define and manage lead sources, making it easier to track where your leads are coming from.

1. Accessing Lead Sources:

   • In the Leads section under Settings, locate the Sources section. Here, you can add new lead sources such as “Website,” “Social Media,” “Referral,” or any other source specific to your business.

2. Customizing Lead Sources:

   • To add a new lead source, click on Add Source and provide a name for the new source (e.g., “Event,” “Partnership”).

   • If you want to remove or edit an existing source, hover over it and click the edit or delete button.

3. Assigning Lead Sources:

   • When creating or editing a lead, you can assign a specific lead source to each lead. This will help you track which marketing or sales channels are bringing in the most leads and optimize your efforts accordingly.

Organizing and Managing Lead Statuses for Better Tracking and Reporting

Proper organization of lead statuses and sources directly impacts how well you can track and report on your sales performance. Here are some key tips for optimal lead management:

1. Track Progress Across Your Sales Pipeline:

   • Having well-organized lead statuses allows you to see exactly where each lead is within your sales pipeline. This helps in predicting conversions and understanding bottlenecks in your process.

2. Lead Filtering & Reporting:

   • Nexved CRM allows you to filter leads based on their status and source. This makes it easier to run reports and analyze data, so you can understand where most of your leads are coming from, which statuses are most common, and how much time leads spend at each stage of the pipeline.

3. Streamline Lead Assignment:

   • With clear lead statuses, you can assign leads to specific sales representatives based on the lead’s stage. This ensures that the right person is working on the lead at the right time, improving lead conversion rates.

4. Generate Insightful Reports:

   • Use the CRM’s built-in reporting tools to track key metrics such as conversion rates, the time spent at each stage of the pipeline, and performance by lead source. This will help you make data-driven decisions and refine your sales strategy.