User Manual - Sales Lead Tracking Software
Contents
1. e Create Opportunity you have the ability to create an opportunity for the new contact e Create Appointment you have the ability to schedule an appointment for the new contact S Print Z Help ee This section allows you to enter the contact details and will be pre populated with the appropriate information from the lead information Create Contact First Name Last Name one Stewart James Primary Address City Office Phone Mobile 310 557 0000 ext 211 Email Other Email sjbimmerle yahoo com Description Create Note or Attachment Related Records Select Account Select Clear OR Create Account Create Opportunity Create Appointment Deparment Postal Code Country Other Phone Lead Source None kal This section allows you to assign the contact to an existing account Or you can create a new account opportunity and appointment by checking the box next to the appropriate item Figure 4 Convert Lead Screen 11 Sales Lead Manager User Manual Sales Lead Tracking Software Version 1 0 You will then be given a summary page displaying what has been converted Leads Convert Lead Gi Print 7 Help m Created anew contact Stewart James This shows that a contact and account was m Created anew account New Test Account created from the lead Back To Leads Figure 5 Convert Lead Summary Leads Lead Import The Leads module allows yo2. lt Darran Brown 212 405 1870 dbr ivesportsqroup c In poguera 2006 12 20 Process 15 59 Don Ashley 613 598 3464 das Vii tampabay irc In pouera 2007 01 11 Process 17 15 evious 1 5 0f5 Next End M Figure 3 Quick Search Tab Sales Lead Manager User Manual Sales Lead Tracking Software Version 1 0 e Advanced Search allows you to do an advanced search of leads based on additional b 19 b 14 lead information This information includes First Name Last Name Account Name any phone field any email field Lead Source Status Do Not Call Email Opt Out any address City State Postal Code Country and who the lead is assigned to amp Leads Home i Print 2 Help Basic Search Advanced Search Saved Search amp Layout First Name Any Phone Last Name smith E i Any Email Account Name Lead Source None Status In Process Y Do Not Call E Email Opt Out Any Address City State j Postal Code admin Assigned to andrei County antony f Search Clear J Lead List Export Menge Duplicates Selected D Stat Previous 7 5 of 5 Name Company Office Phone Email Status User Last Modified David Kent Kent Gallery 305 292 5646 dkentgali bellsouth net Dead pguera 2007 01 03 16 40 Donna Finney HindmanSanchez 303 991 2090 dfinney hindmansanchezcom In pguerra 2007 01 08
3. Comma Separated Values format Once you have saved your CSV file of lead information to your computer click the Browse button Import Step 2 Upload Export File Many applications will allow you to export data into a Comma Delimited text file csv 1 Launch the application and Open the data file 2 Selectthe Save As or Export menu option 3 Save the file ina CSV or Comma Separated Values forma Select file RTIHER ar Ea Contacts a Qo Patrick Verrier I test g Import Step 2 Upk Many applications will allow 1 Launch the application 2 Selectthe Save As or 3 Save the file in a CSV or Select file Has Header Al Print Help Clicking the Browse button will allow you to search your computer for the CSV file Leave the Had Header box checked if your CSV file contains a first row that gives the field names of your columns Then click the Next gt button Figure 2 Import Step Two Look in E Desktop ES a Ez My Documents My Computer d My Network Places ff Google Desktop Mozilla Firefox Sli Netscape 7 1 is Adobe Photoshop 7 0 Hi Audiograbber cartman pie wav contacts_outloak cSV crabcakes mpeg fell delta wav E developers _designers txt Gil duff wav A EditPlus 2 A Macromedia Fireworks MX 2004 amy Documents dp Opera S PowerArchiver ge putty exe ra QuickTime Player S Trillian ini
4. P C Process 13 53 Dean Davidson 61 267732585 ddavidsomune edu au Dead pguera 2006 12 11 75 31 Darran Brown 212 405 1870 dbrowni executivesportsgroaup com In pguera 2006 12 20 Process 15 59 Figure 4 Advanced Search Tab Sales Lead Manager User Manual Sales Lead Tracking Software Version 1 0 e Saved Search amp Layout allows you to save criteria currently set in the Advanced Search tab and modify the columns that are displayed in the lead list view The top section of this tab allows you to customize the This section allows you to set the layout of the lead list view You can choose which default order by field and if you columns to display and hide here by selecting a column want it ascending or descending and clicking the arrows to move it to the Display For example you could select Columns box or Hide Columns box name ascending Bre Quick Links Ot Lida Hani You can type in a search name to save the advanced search criteria You can also run a saved search from here It will then display as an option in the Saved Searches dropdown gna imin Figure 5 Saved Search amp Layout Tab At the bottom of the Leads home page there is a Mass Update section that allows you to change the Assigned to Lead Source Status and Reports to fields for multiple leads at once This will only work for leads that are assigned to you Lead List Export Merge Du
5. Windows Explorer EPP wS_FIPS5LE icontact csv File name lcontact csv NS Choose file Je es MVICRMLOGO nt Employees Admin Logout About Search I gt A Print Fj Help eral steps Files of type All Files 7 7 mails Projects H35 Users Bills Figure 3 Searching for CSV file after clicking Browse 13 Sales Lead Manager User Manual Sales Lead Tracking Software Version 1 0 The next step of the import process allows you to map the fields from your CSV file to existing fields in the MVI SLM application Ea Import Step 3 Confirm Fields and Import ai Print 2 Help Indicates required field In the list below select the fields in your import file that should be imported into each field in the system When you are finished click Import Now Database Field Contact ID gt i 585 Header Row column shows the field names from the CSV file being imported Do not map this field company tt ae Row 1 column shows the first_name lan first row of data from the Quango last_name PagetBrown CSV Tile Bao day_phone 5617629678 661 213 6856 Row 2 column shows the The Database Field column second row of data from the allows you to map your fields CSV file from the CSV file to the existing fields in the application n paget brown com gbao adelphia net est Palm In this example we are mapping id from the CSV file to Con
6. the import process Ea Import Results E Print Help SUCCESS 1430 Succesfully Imported O records skipped because the id s either existed or where longer than 36 characters 23 records skipped because they were missing one or more required fields 9 Duplicates Found Download List of Duplicates Undo Last Import List of imported leads aS a Last Imported Leads 1 20 of 1430 Next End M Name Account Name Email Office Phone User lan Paget Brown ian paget brown col 5617629678 Quango Bao gQbao adelphia ne 561 213 6856 Avishek Sinha inf Ti 91 9350162321 Patricia Kelly gQremail adelphia net 208 772 9014 Valerie Michels Pauline Kamangara Tammy Browning 561 496 4141 Luis Vecchi lvecchi egec c 786 252 4759 Luiza Evans evans novatel co ul 02074813400 maggie mergele aggie opresidian com 2102443287 Glenn Frederick ezownands yahoo co 754 368 4737 not working Mercy Sanchez Cazobon msanch nnpmd co 766 266 1781 Bill Dee deen allsouth ne 770 901 9711 Figure 6 Import Results Screen 15
7. vCard and a lead will be created from the vCard Figure 1 Create Lead From vCard Screen Leads Leads This is the main section of the Leads module and allows you to view a list of all leads in the application You will only be able to view convert leads that are not assigned to you However you can view edit duplicate delete convert leads that are assigned to you Loads ome By default all leads in the application are listed You can view only your leads by checking the Only my items ra bes checkbox and clicking Search This will only display the mar leads assig Usa Laai Avoca Dorad keni Mis 7 ree ne Teeth Gee TA F HETI air 1440 Cayratia Firmie piaga Tt de dot ree a in Friss Piura au Oi mi i PS 1443 wan Oakes Pres ae dyas rate JET Cand DIETI A A 1 Danin Grow 212 406 187 OA eG OR SO TG i Process Puan aj 12 29 o ia all ae jahedama ry In Process PIHTA Soy 4 Wi Figure 1 Leads Home View All Leads Sales Lead Manager User Manual Sales Lead Tracking Software Version 1 0 Leads Home Al Print Help Basic Search Advanced Search Saved Search amp Layout First Name Last Name e Lead Source None r Only my teps p Only leads assigned to you are displayed 3 Lead List when Only my items is checked Export Menge Duplicates Selected 0 Start 7 jious 1 5 o0f5 Next I Name Company Office Phone ail N lt Last Modified Davi
8. Sales Lead Manager User Manual Sales Lead Tracking Software Version 1 0 User Manual Sales Lead Tracking Software Overview The Leads module of MVI SLM allows you to import create assign and manage their leads Leads are early contacts in the sales process Once they have been evaluated and assessed you can convert them into Contacts and Accounts Leads Create Lead There are 2 options for creating leads in the application e Shortcut insert this option allows you to quickly add a lead by entering the minimum information required to create a lead This can be done from the New Lead quick form located in the left column AT Sucks Linke x7 Leads Home t Tenis Lows fi renie Prom ars i Luts Use this quick form to create a lead by entering the First Name Last Name Phone and Email of a lead Figure 1 Create Lead Quick Form Sales Lead Manager User Manual Sales Lead Tracking Software Version 1 0 e Complete insert this option allows you to insert a lead with detailed information You will either click Create Lead from the MVI Quick Links in the left column or the Leads dropdown menu in the main navigation Once you have click the Create Lead link you will be taken to a page with detailed lead information for you to enter The fields include Lead Source From the drop down list select the origins of the lead such as Trade Show or Direct Mail Lead Source Description Enter a bri
9. acking Software Address Information Enter the primary address and other address information To copy information from one section to the other you can enter the address information on either one of the sections and click the arrow buttons If you select a lead from the Lead list the system automatically enters the address for you However you can edit this information if needed Description Information Enter a brief description for the lead t Leads Lead Information Lead Source Lead Source Description Referred By First Name Last Name Account Name Title Department Do Not Call Assigned to Address Information Primary Address city State Postal Code Country Description Information Description Status Status Description Office Phone Mobile Home Phone Other Phone Fax Email Other Email Email Opt Out Invalid Email Other Address City State Postal Code Country Figure 2 Complete Lead Insert 2 H elp Indicates required field Sales Lead Manager User Manual Sales Lead Tracking Software Version 1 0 Leads Create From vCard This feature allows you to import a lead from a MS Outlook vCard First you will click the Browse button to select the vCard from your system Leads Import vCard Automatically create anew lead by importing a vCard from your e system import vCard After selecting the vCard file click Import
10. d Kent Kent Gallery 305 297 5646 dkentge llsouth ne pouerra 2007 01 03 ag 16 40 lt Donna Finney HindmanSanchez 303 991 2090 i ans a7 E In pouera 2007 01 06 ag PC Process 13 53 lt Dean Davidson 61267732585 ddavids ne edu Dead pouera 2006 12 11 ag 15 31 lt Darran Brown 212 405 1870 dbr utivesponsqroup c In pouera 2006 12 20 ag Process 15 59 Don Ashley 613 598 3464 da yit abay m c In pouerra 2007 01 11 ag Process 11 15 Export Merge Duplicates Selected 0 Start Previous 1 5of5 Next End Clear All tah Figure 2 Leads Home View Only Your Leads At the top of the Leads home page there are 3 search tabs e Basic Search allows you to do a quick search of leads You will be able to do a basic b 13 7J 1 search on First Name Last Name Lead Source and Only my items Ct Leads Home Al Print Help Basic Search Advanced Search Saved Search amp Layout First Name Last Name Lead Source None r Only my items p gt J Lead List A Export Menge Duplicates Selected 0 Start Previous 1 5 0f5 Next hb End M Wame Company Office Phone Email Status User LastModified m David Kent Kent Gallery 305 292 5646 anta allg l Dead pgquerra ce 03 ag oO Donna Finney HindmanSanchez 303 991 2090 E indmansanchez c In pguera 2007 01 08 ag P C Process 13 53 o lt Dean Davidson 612 6773 2585 lavidsi PdUu a Dead pguerra a ag oO
11. ef description of the lead source Status From the drop down list select the status of the lead such as New or In Process Status Description Enter a brief description for the lead status Referred by If someone referred the lead to you enter the information in this field First Name Enter the lead s first name Last Name Enter the lead s last name Office Phone Enter the lead s office phone number Mobile Enter the lead s mobile phone number Home Phone Enter the lead s home phone number Other Phone Enter the lead s alternative phone number if any Fax Enter the lead s fax number Email Enter the lead s email address Other Email Enter the lead s alternative email address if any Email Opt Out Select this box if the lead opted to not share their email address with you Invalid Email If an email address is invalid select this box Account Name Enter the name of the account related to the lead Title Enter the business title of the lead Department Enter the department to which the lead belongs Do Not Call Check this box to add the lead s name to the Do Not Call list This is to ensure that the lead is not targeted during campaigns Assigned to Enter the name of the individual who is responsible for the lead To choose an existing user click Select and choose the person from the User List By default this is assigned to you Sales Lead Manager User Manual Version 1 0 Sales Lead Tr
12. icate Delete Convert Lead Lead buttons View Change Log Return to List M4 Start 4 Previous 3 ofa Next End M Lead Source Status Lead Source Description Status Description Referred By Office Phone 310 557 0000 ext211 Name Stewart James vCard Mobile Figure 2 Lead Buttons E Sales Lead Manager User Manual Sales Lead Tracking Software Version 1 0 Editing a lead is similar to creating a new lead except that the information is already populated amp Leads Stewart James Help Indicates required field Lead Information Lead Source None r Lead Source Description Status Description Referred By First Name Office Phone 310 557 0000 ext 211 Last Name Mobile Home Phone Account Name Other Phone Fax Title Email Deparment Other Email Do Not Call Email Opt Out Assigned to ole Invalid Email Address Information Primary Address Other Address City City State State Postal Code Postal Code Country Country Description Information Description Figure 3 Edit Lead Screen 10 Sales Lead Manager User Manual Version 1 0 Sales Lead Tracking Software You can convert a lead by clicking the Convert Lead button You will be taken to a page that allows you to create a contact from the lead information and also create the following e Account you have the option to assign the newly created contact to an existing account or create a new account on the fly
13. plicates Sel 4 GofG Mes Name You first check off the leads you want to update Then User L KAY CONLEY you modify the appropriate fields in the Mass Update veil ie section and click the Update button You can delete multiple leads by checking them off and clicking the m C Lou BANFALVI Mo Stewart James Delete button wehler m M wehler lt Tamiko Vaughan g wehler lt Aaron Larson wehler Abbey Walmsley wehler Export Merge Duplicates Select evious 1 Gof6 N Clear All Mass Upg Update Delete Assigned to Lead Source None Status Reports To Figure 6 Mass Update Sales Lead Manager User Manual Sales Lead Tracking Software Version 1 0 Leads Lead Detail Page You get to the lead detail page by clicking on the lead s name or view icon from the lead list page Once you are on the lead detail page you will see the lead information amp Leads Stewart James Gi Print Help You can view the lead details in this Converted Contact section Edit Duplicate Delete Convert Lead Returnjte List M Start 4 Previous 2 of Next End View Change Log Lead Source Status Lead Source Description status Description Referred By Office Phone 310 557 0000 ext 211 Name Stewart James wCard Mobile Home Phone Account Name Other Phone Fax Title Email Depa
14. rtment Other Email Do Not Cal p Email Opt Out p Invalid Email p LastModified 10 04 2006 11 42am by admin Assignedto wehler Date Created Da heals Activities History and Campaigns items related to the slain lead will be displayed below the All Marketing Activitie lead details Activities a 14102004 11 47am by admin Create Task Schedule Meeting Schedule Call Compose Epai Start evious 0 0 of 0 Next Eng Close Subject Stefus Contact Due Date Assigned User History 4 Create Note or Attachment Archive Email View Summary Ste ous 0 0 of 0 Heri Subject Status Contact Date Modified Assigned User Campaigns A ous 0 0 of 0 Mext Enc Campaign Activity Type Activity Date Related Figure 1 Lead Detail Page Sales Lead Manager User Manual Sales Lead Tracking Software Version 1 0 There are 4 buttons above the lead detail section e Edit allows you to edit the lead this is only active if the lead is assigned to you e Duplicate allows you to duplicate the lead and change any information you need to this is only active if the lead is assigned to you e Delete allows you to delete the lead this is only active if the lead is assigned to you e Convert Lead allows you to convert the lead into a contact account this is used when a lead becomes a customer of your company f amp Leads Stewart James E Print Help Converted Contact Edit Dupl
15. tact ID field in the application This section allows you to check your data for duplications upon import residual_value Do not map this field insert_script J Save as Custom Verify duplicate engies against selected indexes Mapping MVI Contact Import Index es used Index es not used t Last Name First Name Deleted 4 L Last Name Status Deleted First Name Opportunity ID Deleted Account ID Deleted Email Deleted This allows you to save the Other Email Deleted import mapping so you can neamen in f Contact ID reuse it the next time you need to do an import Click the Import Now button to import the leads Hotes lt Back Import Now Figure 4 Data Mapping Screen 14 Sales Lead Manager User Manual Sales Lead Tracking Software Version 1 0 Es Import Step 3 Confirm Fields and Import cy Print 2 Help Import Started Wed Oct 4 10 34 10 EDT 2006 00 00 Figure 5 Import Progress Screen A summary screen will be displayed after the CSV file has been uploaded The leads are automatically assigned to the user that is uploading the CSV file Import summary shows the number of leads that 3 buttons were imported skipped b c of bad info or skipped b c of duplicate There is also a link to download 1 Undo Last Import allows you to remove the leads the duplicated leads just imported 2 Import More allows you to import additional leads 3 Finished move you on from
16. u to import leads in 4 ways e Salesforce com this allows you to import leads from your existing salesforce com software e Comma Delimited File allows you to import leads from a CSV file comma separated values e Tab Delimited File allows you to import leads from a TSV or TAB file tab separated values e Custom Delimited File allows you to import a file with a custom value delimiter e g a pipe Es Import Step 1 Select the Source Print 2 Help What is the data source E E ane Choose the data source of the import jee Then click the Next gt button Tab Delimited File Custom Delimited File Figure 1 Import Step One 12 Sales Lead Manager User Manual Version 1 0 Sales Lead Tracking Software To import data from your previous SLM application or Contact Manager we recommend first exporting the data from that application in a Comma Separated Values CSV file format to your local file system You can then use the import function within a specific module to import the CSV file data into MVI SLM All of the import data sources function the same way when importing leads We ll focus on the Comma Delimited File CSV files since it is the most common method of importing information Generally most applications follow these general steps to export data into a CSV file 1 Launch the application and Open the data file 2 Select the Save As or Export menu option 3 Save the file ina CSV or
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