GoKickSales is equipped with a Leads Management feature which provides tools for organizing and managing Leads, related tasks cases, emails, documents, and much more. A Lead represents person of entity who showed some interest in your product or services and have the potential to convert as your customer. In short, Lead is a prospect or […]
Category: Leads Management
Manage All Leads
Once you create new Lead in GoKickSales, if you wish to view the entire leads available in system then click on “All Leads” button available in the left panel. When you click on this button, a new list of all Leads available in GoKickSales will appears on your screen with some details that […]
Search Leads
The Leads Management feature also provides a way to search leads by Name and Status or by using Multiple Search, or Advanced Search. You can easily start searching leads by clicking on the “Search Leads” button on the left hand side of the Leads Management interface. When you click on this button, some new features appears […]
Lead Details
To access Lead Details, go to the Lead Detail page by clicking any Lead Name. In Lead Details you can view all information related to the Lead. You can find the details of any lead such as Lead Name, User ID, Business Unit Assigned Team, Status, Campaign and Call Script. Additional Information This page contains […]
Today’s Leads
In GoKickSales, if you wish to only view the leads that are created by today only, then click on “Today’s Leads” Option available at the left panel of Leads Interface. When you click on this option, a new page appears that contains the leads that are created today with some details that include:- 1. Unique […]
Convert Lead to Opportunity
A Lead in GoKickSales can be converted into an Account or Opportunity. When there is a chance of further negotiations with a lead, it can be converted into an account, contact, and opportunity. Before converting a lead to an opportunity, you must setup a new account and contact complete with the relevant lead data. Then […]
Import Leads
You can gather data through various sources. You can import the CSV and XLS files into GoKickSales. To import the leads from external sources, click on the “Import Leads” Option available in the drop-down list of the Lead Section. When you click on “Import Leads” Option, a new page appears on your screen that facilitate […]