The Lead Management in SugarCRM Series outlines everything you need to know about lead management in SugarCRM. Part 4: Campaigns and Conversions

1. Lead Management in Sugar 7
Leads and Campaigns
Written by: Josh Sweeney and Briana Gross

2. LEADS AND CAMPAIGNS
Campaigns refer to marketing campaigns
created in SugarCRM.
If a lead was gained through a campaign, it is useful
to create this association in the system so you can
track the campaign’s success at gathering leads
and, later on, gathering leads that were converted
into revenue.

3. LEADS AND CAMPAIGNS
Lists of leads that are imported from
CSV files can be associated during
the import process.
An individual Lead record can be
associated with a Campaign when it
is created or later in the Edit View.

4. LEADS AND CAMPAIGNS
The related campaign can be
seen and edited directly from
the leads record.

5. LEADS AND CAMPAIGNS
The advantage of having this association
comes in sorting and filtering your lead
data in the list view.
You can also gather metrics about campaigns
and lead groups by tracking it this way.

6. LEADS AND CAMPAIGNS
For example:
1 2 3
A report can be created to track the campaigns that spawned all
Closed/Won opportunities.
A lead is entered in the
system with an
associated campaign
The lead is converted
into an opportunity
The opportunity status
is later changed to
Closed/Won

7. TARGET LISTS
Target Lists are mailing lists that are used by
Campaigns.
A Target List can contain any amount or
combination of Targets, Contacts, Users,
Accounts and Leads.
Use Target Lists to email Leads and attempt
to bring them into your revenue stream.

8. TARGET LISTS
To create a new lead-filled
target list, mouse-over the
Target List module and click
on Create Target List.

9. TARGET LISTS
You will be prompted with the new Target List.

10. TARGET LISTS
You will be prompted with the new Target List.
First add a Name for your list.

11. TARGET LISTS
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such as a description, the type of list (for
this example we will keep it as Default),
user and teams assigned to the list.

12. TARGET LISTS
You will be prompted with the new Target List.
Then click Save.

13. TARGET LISTS
Once saved you will be able to click
on the Target List you just created.

14. TARGET LISTS
After clicking the Target list you will be able to add records to the list. This
includes linking Leads to your target list for email campaigns, calling lists, etc.

15. TARGET LISTS
After clicking the Target list you will be able to add records to the list. This
includes linking Leads to your target list for email campaigns, calling lists, etc.
Click on Link Existing Record.

16. TARGET LISTS
Once saved you will be able to click
on the Target List you just created.
A window will open allowing you
to see all your leads and you can
select the leads you want to link
to this target list.

17. TARGET LISTS
Once saved you will be able to click
on the Target List you just created.
You can also use the filter search
to help find leads faster.

18. TARGET LISTS
Once saved you will be able to click
on the Target List you just created.
Select desired Leads.

19. TARGET LISTS
When the Target List is associated with an
email campaign, all Leads (as well as
Contacts, Users, Accounts and Targets) will
be sent the desired email or newsletter.

20. LEAD CONVERSION
Lead conversion is the process of creating a Contact,
Account and other optional records after a lead is
qualified and the sales person or lead qualification
engineer determines that this could generate revenue.

21. LEAD CONVERSION
To convert a lead in SugarCRM the user
clicks the Convert button shown under
the edit drop down on a Lead record.

22. LEAD CONVERSION
Once Convert is clicked the user has the option to create a
contact, account, and opportunity from one screen.

23. LEAD CONVERSION
By default SugarCRM checks the necessary boxes to create a Contact
and Account (if the Account name doesn’t match an existing Account).

24. LEAD CONVERSION
By default SugarCRM checks the necessary boxes to create a Contact
and Account (if the Account name doesn’t match an existing Account).
It also automatically fills in all fields that were
previously entered into the original lead.

25. LEAD CONVERSION
Once converted you will be able to access
the lead and contact record of the person.

26. LEAD CONVERSION
Also, note when you are in the lead record you will
see the converted option in green once converted.

27. FIELD REPLICATION
When a lead is converted, SugarCRM
automatically copies data from the Lead
to the Contact, Account and other
records that are being created.
This is to avoid your needing to retype or
copy-and-paste the information.
The data is copied for fields that have the
same name, e.g. the Lead’s Title value
will be copied to the Contact’s Title.

28. HAVE QUESTIONS?
Contact Us
sales@atcoresystems.com