What's in Leads Management
Introduction
The Leads Management application centralizes sales leads for UPM administrators, enabling lead distribution to partners, managing contacts-to-opportunities, and tracking prospect lifecycles effectively.
View Prospects
Administrators and partners use the Prospects feature to manage pre-qualified leads, tracking, assigning, and scoring potential opportunities to prioritize sales and recruitment.
Prospect Details
Administrators use Prospect Details to manage early-stage sales opportunities, track potentials, assign engagement, and convert them to leads or deals.
Add or Edit Prospect
UPM administrators use the Prospect Management feature to add or edit early-stage sales contacts before they become formal leads or registered deals.
View Companies
Administrators and partners use the platform's Companies feature to centrally manage target account data, ensuring accurate information for lead qualification and deal registration.
View Contacts
Administrators and partners use the View Contacts page to manage all contact information for accounts and opportunities, ensuring accurate data for sales activities.
Contact Details
Administrators and partners use Contact Details to manage records, assign responsibilities, and track activities for efficient lead and deal management.
Add/Edit a Contact
Partners and administrators use the Sell module's 'Add/Edit Contact' feature to manage individual contact information for accounts and leads; all required fields must be completed.
View Accounts
Administrators and partners use View Accounts in the Sell module to manage target company accounts, crucial for lead assignment, deal registration, and pipeline oversight.
Account Details
Administrators and partners use the Account Details page to view and manage comprehensive customer or prospect information for efficient lead and deal management.
Add/ Edit an Account
Administrators and partners use Accounts to centralize customer and prospect data in the Sell module, essential for effective lead and deal management.
View Opportunities
the platform administrators and partners use View Opportunities to monitor and manage all sales opportunities, tracking stages, values, and close dates for pipeline management.
Opportunity Details
Administrators and partners use View an Opportunity to examine detailed sales opportunities, including deal specifics, contacts, and line items, for pipeline management.
Add/Edit an Opportunity
Administrators and partners use Add/Edit Opportunity to create and modify sales opportunities in UPM, improving sales pipeline visibility.