amoCRM Leads Tutorial


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This tutorial teaches you everything you need to know about dealing with Lead Management in amoCRM.

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amoCRM Leads Tutorial

  1. 1. Using Leads in amoCRMamoCRM, LLC.505 Montgomery St. Suite 1016San Francisco, CA 94111415.874.3274
  2. 2. What you get with amoCRM Leads Management Contact Management Task Management On-going Reporting Sales AnalysisamoCRM is a simple, easy-to-use Sales Management System designed to save youtime and money. It helps you manage leads and monitor your sales pipeline in only afew clicks.
  3. 3. Leads Management Adding a new lead takes seconds! Customize your system with up to 20 custom fields for your specific needs. Add notes, schedule tasks (for yourself or others) and attach files to always stay on track. Search leads by date, status, account manager or any combination of the 3.
  4. 4. Leads ManagementIn amoCRM everything revolves around your leads: from first contacts, up tosuccessful sales
  5. 5. Lead Title Anything that helps you associate your product with the lead will work! Whether it’s an account number, or a specific product name, the Lead Title is the best place to get started!
  6. 6. Lead Status The options in the drop down menu can be customized to your needs and for your specific sales flows. Keeping the lead status updated helps your sales manager track any bottlenecks your team encounters. The only two options that cannot be changed are “Closed – won” and “Closed – lost.” These are the final steps in any lead generation process and are critical to the sales reports and analytics.
  7. 7. Adding Contacts to Leads amoCRM highly recommends jotting down any contact information you have available. You have the option of adding more than one contact if need be. Once the lead is saved, amoCRM adds that contact to the Contacts tab as well as a new lead to the Leads tab. The two are also now connected. This makes information easier and more convenient to retrieve at a later time.
  8. 8. Tags You can type in any tags you wish to associate with this lead. For example, if you find leads nationwide, you can use States as tags . When you want to find all your leads in a specific state, just type in the state name in search! Tags are a great way to make your leads easy to find! They can also be a great tool when looking at your reports.
  9. 9. Custom Fields amoCRM lets you customize your Lead window with up to 20 custom fields. Anything from drop down menus to checkboxes to multi-select menus can be set up from here, making amoCRM a highly customizable system to fit your exact needs.
  10. 10. NotesYour next step is to add notes about this lead.Anything that helps you or your associatesremember how to reach your potential clientbelongs in the notes section. It only takesseconds to add notes, tasks or attach files toyour sales leads.
  11. 11. Tasks When you set up specific tasks for yourself (or others), you are making sure no lead gets left behind. It is important to always schedule tasks for your leads and complete them when they are due . This keeps your entire team on track!
  12. 12. Attachments Attachments are a great addition to Notes and Tasks. They area great way to inform all your associates about something very specific to the lead. The attachment feature should be used in critical situations only. For exchanging files through amoCRM, we recommend using DropBox and simply pasting in the link to the file you need to share. This keeps the notes section looking clean, organized and reduces the risk of referring to outdated files.
  13. 13. The Leads Tab By adjusting the Settings of the Leads tab, you can customize the columns to your exact needs.
  14. 14. The Leads Tab Shortcuts to your most used filters. Whether you want to revive leads with no current tasks or view only leads that were assigned to you, these shortcuts are vital to being efficient!
  15. 15. The Leads Tab You can also filter your leads by tags. Whichever way you use tags, we’re sure you’ll find this feature a great way to save time!
  16. 16. The Leads Tab The Leads filter is what helps you find very specific leads. You can search leads by date, status, account manager, custom fields or any combination of the four.
  17. 17. PricingStart Improving Customer Relationships Now! Try free for 30 days anddecide which package works best for you.
  18. 18. www.amoCRM.comsupport@amoCRM.com415.874.3274