Introduction

Overview

Effective lead management is crucial for nurturing potential sales opportunities and ensuring a healthy sales pipeline. This module allows vendor administrators to track and manage early-stage leads, referred to as Prospects, which may originate from various sources such as marketing campaigns, inbound inquiries, or partner submissions. By systematically managing Prospects, organizations can prioritize engagement, assign follow-up actions, and ultimately convert these potential opportunities into qualified leads or registered deals within the platform's sales ecosystem.

Accessing the Sell Zone and Leads Module

Click Sell → Leads.

Viewing and Managing Prospects

This screen presents a comprehensive list of prospects, which are pre-lead contacts in the recruitment pipeline, within the Sell module. It serves as a central repository for managing potential sales opportunities before they are qualified as leads or registered deals. Users can view key details for each prospect, such as company name, contact name, title, email, and primary address country, along with creation and modification dates. This view allows for the management and tracking of early-stage sales engagements, supporting the initial phases of the sales process.