Efficiently manage and centralize your sales leads
- Associate unique identification numbers to each lead for orderly tracking
- Designate a primary sales representative as a central point of contact, with the option of adding additional reps for support
- Include all relevant contacts for each lead to ensure engagement with decision-makers
- Utilize a board view to visualize and manage leads across different pipeline stages
- Gain valuable insights into sales pipeline and conversions for more data-driven decisions and to improve effectiveness
Stay on top of your sales pipeline and seize every opportunity
- Instantly identify the sales stage within each lead profile for efficient pipeline tracking
- Consolidate all conversations related to each lead in a single location
- Communicate directly with team members for prompt answers and to discuss potential offerings
- Attach relevant files to each lead for easy access to provided information
Leads App Features
- Quickly identify the stage of lead with a visual sales pipeline
- Customize a unique numerical identifier that aligns with your processes and attach it to a lead
- Give each lead a specific title and description for quick referencing
- Attach a contact and company to a lead and any additional contacts that will take part throughout the sales pipeline
- Select one or many sales reps to help facilitate and support a lead opportunity
- Mark and customize the status of each stage of a lead, such as Active, Hold, Lost, Dead, or Won for insightful metrics
- Gather sales metrics on pipeline and statuses to get a full picture of sales efforts
- Utilize real-time data to understand sales performance, to identify bottlenecks and areas to improve sales strategies
- View sales insights to understand how many leads are within each stage of the sales pipeline
- Track sales goals with insights to motivate and support sales initiatives to meet quotas
- Capture and log notes from conversations held through emails, in-person meetings, phone or video calls
- Categorize conversations to gather insightful metrics on various types like cold calls, first touches, follow-ups, demos, and more
- Designate who was part of each conversation
- Attach and access specific files or notes associated with the outreach efforts
- Communicate with team members to help facilitate conversations with leads
- Add at-mentions to send Notifications to a another sales rep to get questions answered quickly
- Collaborate with stakeholders to discuss proposal options and deal negotiations
- Like messages with a single click of the thumbs-up icon to automatically trigger a Notification
- Attach documents, images, media and AppShare direct links to any record to and from any Appward app
- Enlarge any attached document, image or media by double-clicking the file
- Edit your message by clicking on the pencil icon if you need to modify or update your message
- Authors of each message posted can edit and delete their own comments
- Upload files associated with each sales lead to centralize and keep information at your finger tips
- Store documents, images or other media-rich files that are affiliated with each lead
- Select and upload files directly from your computer and store them within a designated lead record file
- Access the Appward cloud file explorer and select files from organizational, personal and public folders
- Link files from Appward’s Document system via Documents
- Edit and change files after uploading
- Download files directly to your computer
- Use arrow keys to organize files
- Pop out each file into its own window to view it at scale
- Standardize your sales approach by adding one or multiple relevant checklists to each lead using Checklist Creator
- Instantly view a checklist’s score and determine whether a lead can become a deal
- Generate comprehensive reports to analyze the potential of a lead
- Take and log notes directly within each lead profile to stay on top of essential details
- Organize notes within folders for quick navigation
- Use the HTML editor to format notes and highlight key information accordingly
- Create notes with the drawing tool for a quick visual concepting of ideas
- Deleted notes are auto-stored in a Deleted Items folder for retrieval if needed
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Leads works seamlessly with Appward apps and services so you can do much more.
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