Lead Management Capabilities
Create and manage sales pipelines with customizable workflows, lead tracking, and journey management. Organize leads through sales stages, track customer interactions, and manage lead progression—all while maintaining comprehensive lead history and journey timelines.
Overview
Lead Management allows you to create sales pipelines with customizable workflows and stages. Track leads through your sales process, manage lead journeys with immutable timeline steps, and search leads across your organization. Organize leads by workflow state, track customer interactions, and maintain comprehensive lead history for effective sales management.
Core Features
Pipeline & Workflow Management
| Feature | Description | User Benefit |
|---|---|---|
| Workflow Creation | Create custom sales workflows with multiple stages | Organize leads by sales process |
| Workflow Stages | Define stages in your sales pipeline | Track lead progression through sales process |
| Default Workflows | Initialize default workflows per organization | Get started quickly with pre-configured pipelines |
| Workflow Updates | Update workflows and stages as needed | Adapt pipelines to changing sales processes |
| Multiple Workflows | Create multiple workflows for different sales processes | Organize leads by product, service, or sales type |
Lead Management
| Feature | Description | User Benefit |
|---|---|---|
| Lead Creation | Create leads with customer information | Capture new sales opportunities |
| Lead Updates | Update lead information and status | Keep lead data current |
| Lead Deletion | Remove leads when no longer needed | Maintain clean lead database |
| Lead Search | Search leads by name, email, phone, or other criteria | Quickly find specific leads |
| Lead Organization | Organize leads by workflow and stage | Track lead progression |
| Roster Linking | Link leads to customer roster entries | Connect leads to existing customers |
Journey Management
| Feature | Description | User Benefit |
|---|---|---|
| Journey Timeline | Track lead journey with immutable timeline steps | Maintain complete lead history |
| State Transitions | Move leads between workflow stages | Track lead progression |
| Journey Updates | Add steps to lead journey timeline | Record customer interactions |
| Journey History | View complete journey history for each lead | Understand lead progression over time |
| Immutable Steps | Journey steps cannot be modified once created | Maintain accurate lead history |
Lead Tracking
| Feature | Description | User Benefit |
|---|---|---|
| Customer Information | Track customer name, email, phone, and other details | Maintain complete lead contact information |
| Source Tracking | Track where leads come from | Understand lead sources |
| Status Tracking | Track lead status and workflow state | Monitor lead progression |
| Metadata | Store additional lead information | Capture custom lead data |
| Roster Integration | Link leads to customer roster | Connect leads to customer records |
Key Capabilities
Pipeline Management
| Capability | Details |
|---|---|
| Custom Workflows | Create workflows tailored to your sales process |
| Multiple Stages | Define multiple stages in your sales pipeline |
| Stage Ordering | Order stages to reflect your sales process |
| Workflow Updates | Update workflows and stages as needed |
| Default Setup | Initialize default workflows automatically |
Lead Tracking
| Capability | Details |
|---|---|
| Comprehensive Data | Track customer information, source, status, and metadata |
| Journey History | Maintain complete journey timeline with immutable steps |
| State Management | Track lead progression through workflow stages |
| Search & Filter | Search leads by multiple criteria |
| Roster Linking | Connect leads to customer roster entries |
Journey Management
| Capability | Details |
|---|---|
| Timeline Tracking | Track lead journey with immutable timeline steps |
| State Transitions | Record when leads move between stages |
| Interaction History | Maintain complete history of customer interactions |
| Immutable Records | Journey steps cannot be modified once created |
Customization Options
| Option | What Users Can Customize |
|---|---|
| Workflow Structure | Create custom workflows with multiple stages |
| Stage Names | Name stages to match your sales process |
| Lead Fields | Track customer information, source, and metadata |
| Journey Steps | Add custom steps to lead journey timeline |
| Search Criteria | Search leads by name, email, phone, or other fields |
Limits & Constraints
| Limit | Details |
|---|---|
| Workflows Per Org | Create unlimited workflows |
| Stages Per Workflow | Define unlimited stages per workflow |
| Leads Per Org | Create unlimited leads |
| Journey Steps | Add unlimited steps to lead journey timeline |
| Search | Search across all leads in organization |
Advanced Features
Lead Analytics
| Feature | Description | User Benefit |
|---|---|---|
| Pipeline View | View leads organized by workflow stage | Understand pipeline health |
| Conversion Tracking | Track lead conversion through stages | Measure sales effectiveness |
| Source Analysis | Analyze lead sources | Optimize lead generation |
| Journey Analysis | Analyze lead journey patterns | Identify successful paths |
Integration Capabilities
| Feature | Description | User Benefit |
|---|---|---|
| CRM Integration | Link leads to customer roster | Connect leads to customer records |
| Automation Integration | Trigger automations on lead state changes | Automate lead nurturing workflows |
| Form Integration | Create leads from form submissions | Capture leads automatically |
| Search Integration | Search leads across organization | Find leads quickly |
Integration Capabilities
| Integration | What It Enables |
|---|---|
| CRM System | Link leads to customer roster |
| Automation System | Trigger automations on lead state changes |
| Form System | Create leads from form submissions |
| Search System | Search leads across organization |
| Reporting System | Generate lead reports and analytics |