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Client loginالعربية Amman, Jordan[email protected]+962 795 900 124

Sales: from lead to paid

Add a lead

A lead is someone who may buy. You work it until it is qualified, then convert it into a customer and a deal.

Where

Leads / Deal › Leads

Who

Anyone allowed to add leads.
1
Press + New Lead.
2
Type the Name (the only box you must fill). Add the Customer company, Position, Phone, Email, the Website, the Source and who it is Assigned to. When the company works with sales agents, Agent names the agent the lead is for. Set its Temperature (Cold, Warm or Hot) and an Est. value with its Currency: the value becomes the deal's value when the lead is converted.
The New lead form
3
Press Create lead. If a similar lead already exists, Zyntra says This may already exist; press Create it anyway only if it is new.

The list

Four figures stand at the top: Qualification rate, Avg. time to first contact, Converted to a deal and Conversion rate. Under them:

The Leads list: four figures, the status chips, the quick filters and the table
On the screenWhat it does
▦ Board / ☰ TableThe same leads as cards, one column per status, or as rows.
StatusPress Pending, No Response, Qualified, Refused or Deleted to see only those leads.
Quick filters🔥 Hot leads, No response 30d+, Unassigned, Created this week. More choices are under ▾ Filters.
↑ ImportBring in many leads from a CSV file: press ↓ Download sample file, fill it, choose it, press Check the file, then Import for real.
Export, ⚙ ColumnsTake the list out as a file; choose which columns the table shows.
More ▾⇄ Auto-assign gives unassigned leads to the team; 🌐 Routing rules decide who gets a new lead.

When leads have waited too long, a line above the list says so; press Review now → to see them.

The list showing only the hot leads

The lead’s page

Click a lead to open it. The head shows its status and temperature, then the buttons: Convert to Deal (once the lead is qualified), Ask Flowrica, Send ▾ (☎ Call, 💬 WhatsApp, Log contact) and More ▾ (Mark qualified while it is not qualified yet, Mark as junk, Edit, Print sheet, Mark as refused, Delete). Under the head a line of steps shows how far the lead has come: New, Contacted, Qualified.

Press Send ▾ › Log contact each time you speak to them.

TabWhat it is forWhat you can do there
OverviewNotes, files, the lead's details with its Lead score, its Reach points, and what this person has agreed to.+ Add note (Pin keeps a note on top), + Upload file, Download all (zip), Sharing beside a file, + Tag.
SequenceThe follow-ups arranged for the lead, so nothing slips.⚡ Enroll in sequence; Stop ends a running one.
ProposalsQuotes written for the lead before they are a customer.+ New proposal; click one to open it.
TasksTasks about the lead.+ Create task.
ActivityEverything that happened on the lead.+ Log activity.
RemindersReminders set on the lead.+ Add reminder; Mark done beside one closes it.
A lead's page, Overview tab
A lead's page, Sequence tab
A lead's page, Proposals tab
A lead's page, Tasks tab
A lead's page, Reminders tab

Change many leads at once

In the ☰ Table, tick the leads, then press Change status in the bar that appears, choose the Status and press Apply.

What Flowrica does here

On the list she can add the lead with you, one question at a time (Create a lead); nothing is saved until you press the form's own button. On a qualified lead a band at the top says Flowrica suggests with the next step, Convert to Deal. Ask Flowrica opens her on this lead, for example to ask what to do next.

Before: From lead to paid · Next: Convert a lead