Last Updated: September 05 2024
How to Create a Lead
Overview
Use leads A potential customer not yet associated with a quote, job, or invoice. to manage potential business opportunities. Once created, you can convert a lead if it is successful, or close a lead if it is unsuccessful. Learn more in How to Convert a Lead and How to Close a Lead.
To create leads in bulk, learn more in How to Import Leads.
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In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:
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If a customer expresses interest in doing business with your company in the future, create a lead that can later be converted into a quote.
To create a lead:
- Go to Leads
> Create New Lead.
- Select the Customer. If the lead is from a new customer, click Create New and enter the new customer's details. Click Save and Finish. The new customer is now created and you can continue creating the lead.
- Select the Site.
- Click Save.
- If required:
- Enter a Lead Name.
- Select the Primary Contact, Site Contact and Additional Contacts.
- Select Tags.
- Select the Cost Centre.
- Select the Status.
- Enter the Description.
- Click Save and Finish.
After creating the lead, you can assign or schedule it.
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You can assign a lead to a salesperson and select a date for them to follow-up the lead. Learn more in How to Create Employees.
To assign a lead:
- Go to Leads
> Open Leads.
- Click the lead.
- In the Details tab, select the Salesperson.
- Select a Follow up Date from the date picker.
- Click Save and Finish.
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You can schedule one or multiple salespeople to a lead in the same way you would schedule a technician to a job. Learn more in About Schedules.
To schedule a lead:
- Go to Leads
> Open Leads.
- Click the lead.
- Click the Schedule tab.
- Next to the salesperson, click the
icon.
- Click and drag the schedule block and click the
icon in the top right corner.
- Repeat the above steps to schedule more employees.
- Click Save and Finish.
Once you have created a schedule block, you can go to the Forms tab to send a calendar appointment to the scheduled employee or the customer.
Schedules work in either 15 or 30 minute blocks, and it may not take this long for a salesperson to follow up on a lead. If you want to record time spent on leads more accurately, you can use the Notes tab to keep records of phone calls made to customers.
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You can send a lead summary form to the customer or salesperson assigned to the lead.
To send a lead summary form:
- Go to Leads
> Open Leads.
- Click the lead.
- Click the Forms tab.
- Select Lead - Summary to Salesperson if you are sending the form to the salesperson, or select Lead - Summary to Customer if you are sending to the customer.
- Enter the email address.
- Any secondary contacts selected when setting up the lead / quote / job are pre-populated in the Cc field. You can also add more recipients in the Bcc field if you want to hide their email addresses from other recipients.
- Adjust the default Subject and Body if required. The default is set up in System
> Setup > Forms Setup > Quote.
- Alternatively, click Clear Email to enter a new Subject and Body, or select a script from the Insert Script drop-down. Learn more in How to Use Scripts.
- Click View to view the lead summary form.
- Click Send.
- Click OK to confirm.
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If you have created a schedule for the lead, you can send a calendar appointment to the customer or scheduled employee.
To send a calendar reminder:
- Go to Leads
> Open Leads.
- Click the lead.
- Click the Forms tab.
- Select Lead - Calendar Appointment to Salesperson or Lead - Calendar Appointment to Customer from the Forms drop-down list.
- In the pop-up window, select the appointment from the Forms drop-down list.
- Select the Primary Contact to address the email to, then click to add additional Contacts.
- Alternatively, enter a new email address in the To field.
- Any contacts selected as the Contact For leads are pre-populated in the Cc field. You can also add more email addresses in the Bcc field.
- Adjust the email details and enter a Subject and Body.
- Click Send > OK.
Advanced
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You can create a lead from within a customer card.
To create a lead from a customer:
- Go to Customers and click the customer.
- Click Options on the far right.
- Hover over Create.
- Click Lead.
Continue creating the lead as normal.
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Use the Forecast tab to record estimates of the price and approximate date if a lead is successful. This tab is necessary for the Sales Forecast report.
To use the Forecast tab:
- Go to Leads
> Open Leads.
- Click the lead.
- Click the Forecast tab.
- Enter the Estimated Price.
- Enter the Probability of Sale.
- Select the month and year under Expected Due Date. Alternatively, click This Month or Next Month instead of manually setting the date.
- Click Save and Finish.
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You can add additional customers to a lead.
To add additional customers:
- Go to Leads
> Open Leads.
- Click the lead.
- Click the Additional Customers tab.
- Select an existing customer or click Create New to create a new one.
- Each customer is added as a new row in the table. Make sure that the correct Contact and Additional Contacts are selected.
- Under Site, select the job site.
- By default, the primary Site and Site Contact for the selected quote is populated in the respective fields for this additional customer. Update the site details, if required.
- Click Save and Finish.
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- Go to the Logs tab.
- Use the Message filter to search for specific logs, for example, you can enter terms, such as description, email, attachment in the Message field to find relevant records.
- Apply other filters as required, such as Log Date, Name of a relevant employee and the type of Event.
- Click Filter to view the list of events in the Logs tab.
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Need additional help?
Try Walk Me Through, our step-by-step guidance tool, to create a lead.
In Simpro Premium, go to Help > Walk Me Through and search Create a Lead.
Learn more in How to Use Walk Me Through in Simpro Premium.
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For additional training, complete an interactive material in the Simpro's Learning Toolbox. Learn more in About Simpro's Learning Toolbox.
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Interested in Simpro and want to learn how its features can benefit your business? Visit the Simpro website to discover more and request a demo today.