How do I Capture Leads?

The leads functionality is a vital part in gaining member acquisition and tracking the leads through the sales pipeline.

The leads functionality is a vital part in gaining member acquisition and tracking the leads through the sales pipeline.

There are two ways in which leads can be captured in Octiv: by using the leads widgets, or by manually capturing your leads.

MANUALLY CAPTURING LEADS

Left hand Menu > Leads > Manage > Create Lead > Fill in details > Submit

Sections Explained: 

• Location: Assign your lead to the correct location if you have more than one facility loaded to your platform.
• Referred By: This is the person who has referred the lead to your facility.
• Source: This is where your lead originated from for example; walk-in, Facebook, website. 
• Status: Assign your leads a status to track them through the sales pipeline i.e. from when a lead is added to conversion. 
• Last contacted and next follow up: Dates can be set and updated to when the prospective lead was last contacted and the due date for their next contact point. 
• Additional notes: Conversations, needs and reminders can be added to the notes section. This helps you to get an understanding of who the lead is and the sales approach for this lead.