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Lead management 

(CRM - lead manager)
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Topics in overview:

Contact management
Group management
Address import and export
Selection - a central contact management tool
Customer loyalty by means of communication
Email and letter templates
Lead manager
Appointment and task management 
WebConnector: website connectivity

Leads - working with qualified contacts

Leads are qualified contacts. Leads are generated through marketing campaigns for particular products or projects. Contacts gained as a result of such marketing campaigns - e.g. an email campaign - are turned into leads by allocating them to the underlying products or projects. Furthermore, leads can also be allocated to the employees responsible for following up on these qualified contacts.

The WBS lead manager facilitates the work with qualified contacts by providing a number of functions which serve to improve organization and increase the efficiency of the follow-up work for the purpose of turning qualified contacts into customers.

On this page:

Project allocation | Lead manager | User rights | Employee allocation | Editing leads | Changes | Using colors for greater transparency




Project allocation

(CRM - lead-management)

There are two ways of turning a contact into a qualified lead through allocation to a project.

1) The automatic allocation of contacts to a project, which is done by allocating the contact to a group. This allocation is defined during project setup.

2) The manual allocation of contacts - see the screenshot on the right:

a) Use selection to identify contacts that should be allocated to a project as lead.

b) Select the desired contact by activating the checkbox of the contact in the first column of the table. 

c) Click the Add to lead manager button in the multifunction menu.


d) Select the desired project. 

e) Save your entries.





Lead manager

(CRM - lead management)

a) Activate the lead manager by clicking the gray Lead manager tab.

b) Select the desired project.

c) Allocated addresses will appear in the table.


d) Add more leads, if applicable. You will see a total of seven contacts that were allocated to the Music supplies project as leads.

Before setting lead filters - i.e. allocating leads to an employee - please ensure that the respective employee has been granted the necessary user rights to process the leads.





User rights

(CRM - lead management)

To check the edit authorization for leads, take a look at the user rights of the respective employee:

a) Open the settings module and click the gray user tab. Software users could, for example, be your employees.

b) View the user rights of the department to which the employee belongs or should belong - in this case the sales department. A detailed description can be found in User admin under Managing user rights

c) Here you can see that this department has been assigned write permission for the lead manager.


d) Call up the employee (user) and commence allocation - see User admin - and assign the employee to the desired department. 


e) The employee ...

f) ... has now been assigned the same user rights as his department.





Employee allocation

(CRM - lead management)

a) Start the lead manager for the desired project (in this case: Music supplies) in the CRM.

b) Select the contacts you wish to allocate. 

c) Select the employee.

d) Click the Allocate button.


e) You can select one or more employees as filter. This is done under Allocated leads by employee. All leads are displayed that were allocated to one of the selected employees.


f) If a different employee is selected, ...

g) ... the leads list remains empty.





Editing leads

(CRM - lead management)

Before thinking of editing leads, you should first create a project status list.

a) Create the status list in the CRM settings under Lead manager.

b) The project status list serves to indicate the respective editing status in the associated project, thereby permitting greater transparency. 


c) Go to the lead manager in the CRM and select your project as well as the respective employee.

d) Here you will see the status values you defined from the project status list. By activating the checkbox in the respective status, you can narrow down the list to contacts with the corresponding status.

Click the EDIT button in the right margin to edit a lead from the list.


e) Edit the contact details.

f) Add notes.

g) Assign another employee to this lead.

h) The contact will be assigned a different status from the project status list.

i) An event is entered into the task manager for the contact. In this way you can schedule follow up for a contact.





Using colors for greater transparency

(CRM - lead management)

a) Depending on the status, a status-related color is assigned to each contact for the purpose of greater transparency. Status colors are defined during the creation of the project status list.


b) If the checkbox for a particular status is activated, ... 

c) ... only contacts with this status are displayed in the list.





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