How to Work with Leads

Introduction

This guide will show you how to work with leads in Easy8. This is useful for managing your lead pool, qualifying or disqualifying leads, tracking activities, and using splitter filters. By following these steps, you’ll be able to organize and process leads efficiently.

Target Audience

User

Prerequisites

Before starting, ensure you have:

• Access to the CRM module
• Permission to manage Leads
• CRM >> Leads access via the Global menu

Where to Find Leads

1. Go to the Global menu >> CRM
2. Click Leads in the right sidebar menu

The Leads page shows:

• Lead categories like Open Leads, No Touch Leads, Incoming Leads
• Widgets for daily activity like Calls on Leads and No Action
• Tabs for switching views: Intraday, Stats, FreePool, Conversions, Splitter Control

Sidebar Options

In the right sidebar, you can:

• Create a new lead
• Access lead Data, Campaigns, and Lead splitter filters

Viewing and Managing Lead Details

When you open a lead’s detail view, you can:

• Qualify or Disqualify the lead
• Add a Sales Activity
• Edit, Archive, or Anonymize the lead
• Add the lead to an Account or Partner

Working with Sales Activities

To add a sales activity:

1. Click Add Activity in the sidebar or go to the Sales activities tab
2. Fill in the details (type, time, attendees)
3. Click Save

To edit or delete a sales activity:

1. Hover over the activity
2. Click the pencil or trash bin icon
3. Confirm the action if deleting

Using Lead Splitter Filters

Splitter filters help divide lead workload among users (e.g. 33% each). To use them:

Create a New Splitter Filter

1. Go to Lead splitter filters from the sidebar
2. Click New
3. Define a filter and assign percentage split among users
4. Click Update

Process Leads with the Filter

1. Click Execute to apply the filter
2. To review leads that didn’t process, click Unprocessed leads

Basic Lead Operations

Create a New Lead

1. Global menu >> CRM
2. Right sidebar >> Leads >> New Lead
3. Fill in the fields
4. Click Save

Qualify a Lead

1. In the lead detail, click Qualify
2. Fill in required fields for the opportunity
3. Click Save

Disqualify a Lead

1. Click Disqualify
2. Set a status and enter a reason if needed
3. Click Save

Edit a Lead

1. Click Edit
2. Update fields
3. Click Update

Add to Account

1. Click Add to Account
2. Select the target account
3. Click Save

Archive / Unarchive / Anonymize

• Click Archive, Unarchive, or Anonymize as needed
• Confirm the action when prompted

Troubleshooting

• Problem: Leads not visible
  Solution: Check filters or permissions under Roles and Permissions
• Problem: Splitter filter doesn’t assign leads
  Solution: Check the filter definition and user percentage totals
• Problem: Can’t add sales activity
  Solution: Ensure you have edit permissions for the lead

Conclusion

You now know how to work with leads in Easy8. You can filter, qualify, distribute, and track lead progress through the CRM system. This ensures every lead gets proper attention and follow-up.

Related Topics and Further Reading

• How to Use CRM on the Global Level (How-To)
• How to Work with Campaigns (How-To)
• Overview of B2B CRM in Easy8 (Explanation)

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