How do I capture leads?
Capture leads with lead widgets, a bulk upload, or manually under Leads >> Manage.
Leads help you win new members and track each prospect through your sales pipeline. There are three ways to get leads into Octiv:
- Lead widgets on your website capture leads automatically. See How do I use lead widgets?
- Bulk upload a list from a CSV file. See Can I bulk upload my leads?
- Capture a lead manually, using the steps below.
Capture a lead manually
- Go to Leads >> Manage and click Create New.
- Fill in the lead's details (see below).
- Click Submit.
The lead details
- Status: where the lead is in your sales pipeline, for example Pending, Contacted or Needs Follow Up.
- Location: the location the lead belongs to, if you have more than one.
- Referred By: the person who referred the lead to you.
- Source: where the lead came from, for example walk-in, Facebook or your website.
- Name, Surname, Gender, Email Address, Mobile Number and Date of Birth.
- Last Contacted and Next Follow Up: when you last spoke to the lead, and when you plan to contact them next.
- Notes: conversations, needs and reminders, so anyone following up knows the background.
- Address Details: search for the lead's address.
To change these details later, click the ⋮ (Actions) menu next to the lead and choose Edit.
Your Dashboard shows a Pending Leads list, so you and your staff can keep track of leads and follow up with them. To manage your pipeline, see How can I track my sales pipeline?