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Lead Assignment Rules are Here!

 

Better-sales-leads

Insightly is rolling out a brand new feature that will bring better results to your sales lead management processes. Available on Professional and Enterprise subscription plans, lead assignment rules automate the process of assigning leads as they are added to Insightly, making it easier on sales managers and teams to distribute leads evenly or according to specific criteria. You can choose to assign leads in a number of different ways, including:

  • Geographic area, by selecting fields like Postal Code, State/Province, or City.
  • Number of employees, by selecting the Employee Count field.
  • Your own custom fields that you’ve set up in Insightly.
  • Round robin, by selecting a team or multiple individuals to receive leads on a rotating basis.

You can use almost any lead field to set up a rule, and you can choose from many different matching criteria. Learn more about setting up Lead Assignment Rules.

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.

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Lead or Contact–What’s the Difference?

 

Sales-Lead

As important as language and communication is, sometimes it gets in the way. Case in point: A Lead versus a Contact.

Lead them into the sales funnel

In contemporary sales vernacular, a lead is information about someone who “might” be interested in your products are services. Might is the important word here because as a lead, you or your sales team likely haven’t yet reached out to that person to determine whether or not they are a solid candidate. And by solid candidate, I mean someone who will likely purchase your goods or services. When it comes to lead management, what’s cool about using Insightly is that you can quickly designate someone as a lead just by adding them to the Leads tab.

Better still, once you take the next step and reach out and talk to that person and determine that they are not just a lead, but a solid sales prospect, you can take that person’s lead information and convert it to a sales opportunity.

Keep them close as a contact

A contact, on the other hand, can be one of two things. A contact can be someone who was originally a lead but never progressed into a closed sale. OR, they can simply be someone whose information (perhaps a vendor or a consultant you’ve worked with) you’d like to keep on hand in your records. If you want to add somebody as just a contact, you can select the Contacts icon from the navigation menu and then add in the essentials you want for your records.

New-Contact

 

At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.

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