Enabling Lead-Xpress – The revolutionary way to manage sales leads.

The Lead-Xpress (or “Request Update to Records”) feature is now available.  This feature allows a user to request updates to a record from the account manager who is assigned the record and / or the assigned partner rep.

Access to the Lead-Xpress feature requires the following 4 steps to activate both account managers and partner reps who don’t already have a logon:

  1. Enable ‘Allow Updates to Records Via Email’ in Administration / Manage Workgroups.
  2. Create an Email Notification in Administration / Email Notification Content
  3. Enable the Account Manager that doesn’t have a logon to receive Lead-Xpress emails in Administration / Account Managers / Edit Account Manager
  4. Enable the Partner Rep that doesn’t have a logon to receive Lead-Xpress emails in Administration / Partner Rep / Edit Partner Rep

Each of these steps are explained in detail below.

1. Workgroup privileges “Allow Updates to Records Via Email’ must be enabled. Click on ‘Administration’ / ‘Manage Workgroups’ / select the workgroup you’d like to enable with Lead-Xpress.  The ‘Allow Updates to Records Via Email’ is on the Privileges page.

Enable Workgroup to Access Lead-Xpress

Enable Workgroup to Access Lead-Xpress

2. You’ll need to create an email notification. From ‘Administration’ click on ‘Email Notification Content’, configure the email notification message called ‘Request Update to a Record Email Notification’.  You should see a page that looks like the image below.

Email Notification Content

Email Notification Content

You’ll notice that you have several sections in the email:

  • The Email Content and Account Contact Information
  • Click Actions
  • Lead Status Summary
  • Customer Specific Custom Forms with Customizable Fields
  • Sales Rep Comments and Notes

Each of these sections can be customized.  Let’s examine each in turn.

The email message can be customized and it includes a link to the record so the update can be performed from either the email client or from a browser using the link.  The link is valid as long as the account manager or partner rep are authorized to view the record so they can come back again and again to update this record.  The contact information section also includes the names of the other people who might be working on this account.

Email-and-Contact-info

Email-and-Contact-info

The Click Action Check Boxes

•  Multiple tasks can be accomplished with a single click of the mouse. • Send an email • Add to Lead Nurturing • Schedule a callback • Assign the record • Add a note • Send a text message • Can be used to update sales progress – Lead Status, Sales Status etc. • And more.

Click Actions provide the ability to automate tasks

Click Actions provide the ability to automate tasks

The Lead Status section provides customizable drop down menus.  Updating Lead Status requires no training.

•  Easy-to-use drop down menus eliminate the need for training.

•  Fast & easy-to-use means more reps will update their accounts.

•  Track Accounts & Leads • Lead Status

• Lead Value • Sales Stage • Forecast Date • Probability • And More… remember these drop downs are customizable

Easy update with pull down menus - no training required

Easy update with pull down menus – no training required

The Customer Specific Form with Customer Defined Fields

•  Customer Form is Flexible Enough for Any Industry

•  Custom Fields Include • Fill in the blank • Text Areas • Drop Down Menus • Radio Buttons • Check Boxes • Single/Multi Select • And More.

Customer Specific Fields - Customize for any Company in any Industry

Customer Specific Fields – Customize for any Company in any Industry

The Sales Rep Comments and Notes

• The history is included with the email

• Perfect when more than one person is working an account – e.g. • Inside Sales • Field Sales • Sales Engineer • Specialist • Partner Rep etc.

Store Sales Rep Comments & Notes

Store Sales Rep Comments & Notes

Here is a sample of the email the sales rep will receive.

Easy Configuration - Add / Subtract Fields with a Click of the Mouse

Easy Configuration – Add / Subtract Fields with a Click of the Mouse

Here are some additional details:

a. The ‘Subject’ field can now include merge fields from the record
b. The ‘Comments’ field and its purpose
c. The ‘Options for Updating the Record’ choices
  • Via a link to the record’ displays a hyperlink in the email message
  • ‘From the email message’ displays an html form for updating the selected fields in the body of the email message (this option is dependent on the email client capabilities – for example, later versions of MS Outlook may restrict access)
d. The ability to specify what sections / fields and order of sections to update
e. When requesting an update ‘From the email message’, it is a good idea to include a link to update the record in the body of the email message (see merge field category ‘Miscellaneous’ and field ‘Record Update Link’) as a backup in case the email client does not allow the display of the html form.
For additional details click on the bubble help.

3. In order for an account manager to receive an email requesting update to a record, the account manager must be configured as follows (see ‘Administration’ / ‘Acct Mgrs’ / ‘Edit Acct Mgr’):
  • If the account manager has a logon, he / she must also have an email address:
  • If the account manager does not have a logon, he / she must have ‘Can View / Update Assigned Records’ set to ‘Yes’ and an email address
Account Manager with Logon is eligible to receive Lead-Xpress email

Account Manager with Logon is eligible to receive Lead-Xpress email

An account manager with a logon is automatically eligible to receive Lead-Xpress email.
Account Manager without Logon needs authorization for Lead Xpress

Account Manager without Logon needs authorization for Lead Xpress

4. In order for a partner rep to receive an email requesting update to a record, the partner rep must be configured as follows (see ‘Administration’ / ‘Partner Reps’ / ‘Edit Partner Rep’:

 

Partner Rep has Logon is authorized to receive Lead-Xpress emails

Partner Rep has Logon is authorized to receive Lead-Xpress emails

  • If the partner rep has a logon, he / she must also have an email address:
  • If the partner rep does not have a logon, he / she must have ‘Can View / Update Assigned Records’ set to ‘Yes’ and an email address.

 

Authorizing a Partner Rep for Lead-Xpress without a LeadMaster Logon

Authorizing a Partner Rep for Lead-Xpress without a LeadMaster Logon

That’s it – you are ready to use Lead-Xpress

Explore posts in the same categories: General Info, LeadMaster Solutions, What's New at LeadMaster

Tags: , , , ,

You can comment below, or link to this permanent URL from your own site.

2 Comments on “Enabling Lead-Xpress – The revolutionary way to manage sales leads.”


  1. […] Lead Tracking, Sales Lead Management, CRM, SFA & Call Center Solutions improving customer relationships and raising sales through the effective use of technology « Enabling Lead-Xpress – The revolutionary way to manage sales leads. […]


Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s


%d bloggers like this: