What's in Leads Management
Introduction
Administrators use the Leads Management module to centralize, view, add, and manage unqualified sales opportunities called Prospects, before conversion or assignment.
View Prospects
Administrators use the Prospects module to manage pre-lead contacts, performing bulk imports, exports, and email campaigns before formal lead qualification.
View a Prospect
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Add/Edit a Prospect
Administrators and partners use this feature to manage pre-lead contacts, tracking essential company and contact details before they become formal leads or registered partners.
View Companies
UPM administrators use the Companies list to view, search, filter, and export all company records linked to leads, deals, and accounts for effective pipeline management.
View a Company
Administrators and partners use the Companies module to view detailed company information, including contacts and associated prospects, to manage sales activities.
View Accounts
Administrators and partners use the Accounts module to view, add, edit, and organize all prospect and customer records for effective lead distribution, deal registration, and co-selling.
View an Account
Administrators and partners use a centralized repository to view and manage all associated accounts for accurate lead and deal management.
Add/ Edit an Account
Administrators and partners manage account details in the platform to ensure accurate data for lead management, deal registration, and co-selling activities.
View Contacts
Channel partners and administrators use the Prospect module to view, search, and manage all contact information for accounts and leads within the platform, ensuring efficient sales interactions.
Add/Edit a Contact
UPM administrators use this feature to add and edit contact records for accounts, ensuring accurate information for partner sales and marketing efforts.
View Opportunities
UPM administrators manage and view all sales opportunities, tracking progress and customizing displays to analyze pipeline health and support partners.
View an Opportunity
Administrators and partners view and manage sales opportunities, tracking progress, reviewing details, and initiating actions like deal registration or co-sell requests.
Add/Edit an Opportunity
Administrators manage sales opportunities in the platform, tracking deals, sales stages, and key details for pipeline visibility and accurate reporting.