Lead Routing by Campaign: Set the desired behavior for inbound leads for each campaign, such as how they should be distributed to Sales Teams, their priority, or how quickly Sales needs to make contact with the lead.
Key Lead Information Identified: The Lead Portal Dashboard element provides key data related to the lead to ensure that your Sales Team wastes no time digging for information. Primary data typically includes the name of the lead, phone number, email addresses, company website, the assigned Sales Rep, and a priority level for the lead.
Expand and Collapse Functionality: Each lead displayed in the portal can then be expanded to view more related information for the lead. Secondary information may include products already owned, office location, previously logged notes, or quick links to navigate to other related records, such as their full customer record or any open opportunities.
Easy Sorting and Filtering of Leads: The Lead Portal allows you to easily organize and manage Leads, providing the ability to sort on any of the various columns, which in turn allows you to better prioritize which leads to attend to first.
Improved Analytics: By tracking each touch point related to a lead, insight into your Sales Cycle is enhanced. Metrics include call counter statistics, the number of round of engagement before the lead was qualified, and various conversion rates.