Lead management portal

The lead management portal is for processing, tracking and controlling incoming request activi­ties (usually phone calls, emails, letters and faxes) for your lead management as well as for customer care.

For lead management, incoming requests can be merged, evaluated, distributed to the right people and teams, and tracked for further processing. If a request becomes a business opportunity or quote, you can track this here.

Requests can be generated by classifying (Additional classification) the respective activity by means of which the request was made. The activities visible in the lead management portal have to have the secondary "lead request" classification.

Requests can be used in marketing (e.g., for dealing with requests for information or documents), in sales (not all requests cause a business opportunity to be created) or as a slim solution for handling complaints, etc., if the service module is not available.

The lead management portal also contains the visit reports and appointments that were recorded on a mobile device using the CRM trade fair app, and imported into the system by the office staff using the tool in the Extras/Trade fair lead capture menu. During the import, the lead request classification and trade fair as the source are automatically assigned to them. Inquiries at trade fairs can, just like lead requests from other sources, be processed further by the office staff using a unique tool.