Lead Management Software
Lead Management Software – Capture, Distribute and Track leads within your sales teams.
General : Adding Leads & Contacts : Working with Leads & Opportunities : Reporting : Lead Management : Setting Up : Billing & Packages : Terminology
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Data back up?
We back up your data every day as part of our service. In addition, the Account Owner can export all your leads at any time so you can keep them locally.
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What happens when a sales person leaves?
The account owner has a choice. They can either reassign all that users leads to another user or they can close or delete that users leads.
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What are the benefits to closing a lead vs deleting?
Because closed leads are often valuable. They can be used for future marketing and/ or analysis of past activity. Standard users can only close leads. When they close a lead they are required to select a reason why they are closing the lead. This gives valuable insight into why you may to be converting more leads into Sales and how you might improve the lead quality. The account owner can use their delete function to delete all closed leads with a particular lost reason. That way you have control over which leads are permanently deleted if so required.
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Can I archive old leads?
Each package allows you to hold a generous number of leads (open and closed). If however you feel you need more capacity you can either upgrade to a higher package or the cost effective solution is to self archive your inactive leads by using the export facility and holding your archive leads locally. You can then delete any inactive leads form B12 Leads.
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How do I delete one or more leads or opportunities?
The account owner can delete leads and opportunities based on a variety of criteria through the set up section.
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How do I delete dead leads?
If you set up one of the lost reasons as Dead Lead then you can do a batch delete on all Lost leads with a lost reason "Dead Lead".
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How to export your lead database.
The account owner can export the lead database. Go to the Export item in the set up section. Please note the Export function exports a copy of your leads - the originals remain on B12 Leads.
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Can I close all leads assigned to a particular user?
Yes. The account owner can select the leads to close by a particular user. In addition, they can select to close (or delete) leads assigned to a particular user that meet additional criteria e.g. Source, Pipeline Stage and Age.
