Event Temple provides powerful tools to manage leads, helping you track, update, and optimize your sales process efficiently. This guide walks you through understanding leads, best practices for managing them, and strategies to streamline your pipeline.
What Does “Lead” Mean in Event Temple?
Definition: A Lead is an initial inquiry that hasn’t yet converted into a booking.
Color-Coded Status: Leads appear in grey to distinguish them from other sales stages.
Predefined Options: Statuses are hardcoded in Event Temple, ensuring consistency across your pipeline.
Recommended Ways to Track Leads
1. Using Bookings (Recommended)
Bookings are the primary method for managing leads.
Benefits:
Keep detailed records of each lead
Mark leads as Lost without losing historical data
Comprehensive reporting and analytics
Why Bookings? This ensures no lead data is lost and allows for a clear view of your sales lifecycle.
2. Using Contacts and Accounts (Alternative)
Track leads as Contacts or Accounts if you prefer separating inquiries from active bookings.
Options:
Add custom fields to identify leads easily
Convert Contacts or Accounts into bookings as they progress
Tip: Customize this method to fit your organization’s workflow for consistency.
Best Practices for Effective Lead Management
Use colour-coded statuses to monitor lead stages at a glance
Leverage bookings for detailed data tracking and reporting
If using Contacts or Accounts, maintain a clear system with custom fields
By following these strategies, you can optimize lead management, ensure no opportunity is missed, and maintain an efficient, organized sales pipeline.