Leads are potential customers who have expressed interest in your product or service. In ReadyCMS, efficiently managing leads is crucial for turning prospects into loyal customers.
Introduction to leads
A lead in ReadyCMS represents an individual or organization that has the potential to become a customer. Understanding and nurturing leads can significantly impact your sales funnel.
ReadyCMS provides the tools you need to capture, track, and engage with leads, all integrated into your online business platform.
Leads can come from various sources, such as forms on your website, newsletter signups, social networks, or user registration. ReadyCMS collates this information, allowing you to monitor and interact with your leads through the CMS.
How to manage leads in ReadyCMS
- Login: Sign in to your ReadyCMS account.
- Access leads: Leads are directly accessible from the main navigation bar, ensuring you can quickly view and manage potential customer interactions.
- Enabling new lead types: To enable additional lead content types:
- Navigate to
Settings>Content types. - Select
Add content type. - Choose
Leadsto create a new lead capture form or management tool.
- Navigate to
- Interacting with leads: In the Leads section, you can:
- View detailed information on each lead.
- Perform actions such as updating lead status, assigning tasks, or adding notes.
- Utilize follow-up tools to maintain engagement.
Managing individual leads
Once you've captured leads through your ReadyCMS site, each lead can be meticulously managed to enhance the chances of conversion. Here’s how you can efficiently manage each entry:
- Access the lead: From the list of specific leads, select the one you wish to edit.
- Edit lead details: You can update the lead’s title and message to reflect the latest communication or status of the lead.
- Marking importance: Use the
Starredfeature to highlight leads that require immediate attention or represent significant opportunities. - Lead source tracking: For a better understanding of your lead generation effectiveness, specify the source of each lead.
The source information can be entered manually or populated via the API for accurate tracking.
- Internal notes: Use the notes section to add any relevant information that can assist in the lead follow-up process. These notes are internal and won't be visible to the lead.
- Marking importance: Use the
Remember to save your changes before exiting the lead editing interface to ensure all updates are applied.
What’s next?
After mastering lead management, check out content-type features in ReadyCMS.
Learn how to enable these content-type features.
If you want to read about regular content types instead, check out the Regular content types page.
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