diff --git a/content/applications/sales/crm/acquire_leads.rst b/content/applications/sales/crm/acquire_leads.rst index 24275025b..b9e5b831c 100644 --- a/content/applications/sales/crm/acquire_leads.rst +++ b/content/applications/sales/crm/acquire_leads.rst @@ -10,5 +10,6 @@ Acquire leads acquire_leads/convert acquire_leads/generate_leads acquire_leads/opportunities_form + acquire_leads/email_manual acquire_leads/send_quotes acquire_leads/lead_mining diff --git a/content/applications/sales/crm/acquire_leads/email_manual.rst b/content/applications/sales/crm/acquire_leads/email_manual.rst new file mode 100644 index 000000000..3e9918a71 --- /dev/null +++ b/content/applications/sales/crm/acquire_leads/email_manual.rst @@ -0,0 +1,126 @@ +===================================== +Create leads (from email or manually) +===================================== + +.. |st-o| replace:: :icon:`fa-star-o` +.. |st| replace:: :icon:`fa-star` + +Leads can be added to the *CRM* app from custom email aliases, and by manually creating new +records. This is in addition to the leads and opportunities created in the app through the +:doc:`website contact form `. + +First, ensure the *Leads* feature is enabled in the database by navigating to :menuselection:`CRM +app --> Configuration --> Settings`. Tick the :guilabel:`Leads` checkbox, then click +:guilabel:`Save`. + +Configure email aliases +======================= + +Each sales team has the option to create and utilize their own unique email alias. When messages +are sent to this address, a lead (or opportunity), is created with the information from the +message. + +To create or update a sales teams' email alias, navigate to :menuselection:`CRM app --> +Configuration --> Sales Teams`. Click on a team from the list to open the team's details page. + +.. image:: email_manual/email-alias.png + :align: center + :alt: The sales team details page, focused on the email alias section. + +In the :guilabel:`Email Alias` field, enter a name for the email alias, or edit the existing name. +In the :guilabel:`Accept Emails From` field, use the drop-down menu to choose who is allowed to send +messages to this email alias: + +- :guilabel:`Everyone`: messages are accepted from any email address. +- :guilabel:`Authenticated Partners`: only accepts messages from email addresses associated with a + a partner (contact or customer) record. +- :guilabel:`Followers only`: only accepts messages from those who are following a record related to + the team, such as a lead or opportunity. Messages are also accepted from team members. +- :guilabel:`Authenticated Employees`: only accepts messages from email addresses that are connected + to a record in the *Employees* app. + +Leads created from email +------------------------ + +Leads created from email alias messages can be viewed by navigating to :menuselection:`CRM app --> +Leads`. Click a lead from the list to open it, and view the details. + +The email received by the alias is added to the *chatter* thread for the lead. The subject line of +the message is added to the title field, and the :guilabel:`Email` field is updated with the +contact's email address. + +.. image:: email_manual/chatter-message.png + :align: center + :alt: The chatter thread of a newly created lead in the CRM app. + +.. note:: + If the *leads* feature is **not** enabled on the database, messages to the email alias are added + to the database as opportunities. + +.. seealso:: + :doc:`../../../general/email_communication/email_servers` + +Manually create leads +===================== + +Leads can be added directly to the *CRM* app by manually creating a new record. Navigate to +:menuselection:`CRM app --> Leads` to view a list of existing leads. + +.. tip:: + Leads can also be added via the :doc:`Generate Leads ` button. + +At the top-left of the list, click :guilabel:`New` to open a blank :guilabel:`Leads` form. + +In the first field of the new form, enter a title for the new lead. Next, enter a :guilabel:`Contact +Name`, and a :guilabel:`Company Name`. + +.. note:: + If a lead is :doc:`converted to an opportunity `, the :guilabel:`Company Name` field is + used to either link this opportunity to an existing customer, or to create a new customer. + +Manually create opportunities +----------------------------- + +To manually create an opportunity, navigate to :menuselection:`CRM app --> Sales --> My Pipeline`. +At the top-left of the page, click :guilabel:`New` to create a new opportunity Kanban card. In the +:guilabel:`Organization/Contact` field, enter the name of the company the opportunity is for. + +Choose a name, and enter it in the :guilabel:`Opportunity` field. *This is a required field.* When +manually creating an opportunity, it is helpful to add a name that relates to the details of the +opportunity. + +.. example:: + In the example below, the opportunity is named `5 VP Chairs`. This identifies the product the + customer is interested in, as well as the potential number of products. + + .. image:: email_manual/opportunity-example.png + :align: center + :alt: An example of an opportunity in the CRM pipeline. + +Enter the contact information for the opportunity in the :guilabel:`Email` and :guilabel:`Phone` +fields. + +In the :guilabel:`Expected Revenue` field, enter an estimated value for the opportunity. + +.. note:: + The information in the :guilabel:`Expected Revenue` and priority fields can be used to track + performance for individual salespeople, and on a team basis. See + :doc:`../performance/expected_revenue_report` and :doc:`../track_leads/lead_scoring` for more + information. + +Then, use the |st-o| :guilabel:`(star)` icons to assign a priority. + +- |st-o| |st-o| |st-o|: low priority +- |st| |st-o| |st-o|: medium priority +- |st| |st| |st-o|: high priority +- |st| |st| |st|: very high priority + +.. note:: + Assigning a priority changes the order of leads in Kanban view, with higher priority leads + displayed first. + +Once all the necessary information has been entered, click :guilabel:`Add`. + +.. image:: email_manual/create-opportunities.png + :align: center + :alt: The CRM pipeline with a newly created opportunity. diff --git a/content/applications/sales/crm/acquire_leads/email_manual/chatter-message.png b/content/applications/sales/crm/acquire_leads/email_manual/chatter-message.png new file mode 100644 index 000000000..db90992e3 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/email_manual/chatter-message.png differ diff --git a/content/applications/sales/crm/acquire_leads/email_manual/create-opportunities.png b/content/applications/sales/crm/acquire_leads/email_manual/create-opportunities.png new file mode 100644 index 000000000..2edaf99d6 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/email_manual/create-opportunities.png differ diff --git a/content/applications/sales/crm/acquire_leads/email_manual/email-alias.png b/content/applications/sales/crm/acquire_leads/email_manual/email-alias.png new file mode 100644 index 000000000..8d736db0b Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/email_manual/email-alias.png differ diff --git a/content/applications/sales/crm/acquire_leads/email_manual/opportunity-example.png b/content/applications/sales/crm/acquire_leads/email_manual/opportunity-example.png new file mode 100644 index 000000000..f6d423003 Binary files /dev/null and b/content/applications/sales/crm/acquire_leads/email_manual/opportunity-example.png differ