Enter the first lead

A lead is a company that you think might be interested in what you have to sell. Leads can be inbound or outbound depending on the initial method of acquiring their contact details. Learn how to create a new lead, add the company details, the contact people and key variables that are available.

Rizer CRM handles both types of leads: 

  • Inbound leads – generated mostly but not exclusively trough web forms. These are companies that chose to share with you a specific contact method (telephone or email) to receive further info from you. 
  • Outbound leads – are cold leads that you contact for the first time in the hopes of raising interest for the product or service you are selling. 

Inside Rizer CRM the lead page holds all the information you need to contact, sell to and close the deal with a prospect. On the lead page you can find: contact info, deal information, past, future or current actions, a product overview, emails, and billing and subscription info.

Add a new lead 

You can add a new lead by using the ” +” shortcut from the main menu on the right side of the “Companies” button. Also when you are in the “Companies” listing you can use the “Add lead” button in the top right side of the page. 

The “Add lead” modal is broken down into 4 main sections:

  • Company info – this tab holds the main information regarding the lead: Company name, Type of activity etc. Also, this is the tab where you add the origin of the leads using the leads sources dropdowns. 
  • Company contact – is where you add the main contact details for the lead like: company email, phone no. or address.
  • Contact people – you can add any contact people you may know from the lead here. They will appear on the lead page in the corresponding section and can then be used inside actions. 
  • Key variables – for adding values for the key variables defined at the organization level

The lead page

The lead page is broken down into sections, each representing an important part of the relationship with that lead.

  • The deals section – where you can create new deals, assign them to sales reps and follow the sales process using pipeline stages and milestones. 
  • The sales progress section  – where you can see in details the status of each product in relationship with that lead. What has been proposed or not, what has been recycled and for what reason, or any competitor info you might have. 
  • Actions section – where you see all current actions (scheduled or queued). You can also add new actions and associate them with a certain deal. 
  • Messages section – holds all communication with the lead 
  • Timeline section – is a history of all interactions between users and the lead
  • The lead page sidebar – holds information about the company, the contact people and the values of the key variables. 

The lead page offers a bird’s eye view of the interaction between you and the lead. This helps sales reps and cold callers stay focused. Managers get quick access to the information they need and overall communication is streamlined inside the sale steam.