Leads

Understanding Leads in CargoEZ

Leads are vital data about individuals or organization representatives, playing a pivotal role in Sales & Marketing. They help identify potential customers and kickstart the sales process. Leads are obtained from various sources like trade shows, ads, or marketing efforts. Managing and following up on leads is crucial until they become prospects. How leads are handled by the sales team greatly impacts organizational success.

Lead Home Page

Click the Leads tab in the CargoEZ home to view the Leads Home page and perform the following operations:

1. Visualize Leads: Access organized List Views on the Leads Home page.

2. Track Performance: Compare lead indicators between years effortlessly.

3. Create Leads: Easily generate new leads with a single click.

4. Navigate Sales: Manage sales funnel, classifications, and cycles centrally.

5. Efficient Navigation: Utilize sidebar for quick access to lists, insights, and settings.

6. Customize Settings: Generate reports, automate emails, and apply advanced filters.

7. Smart Filtering: Prioritize leads based on sales criteria efficiently.

8. Enhanced Search: Locate leads swiftly by alphabet, info, or criteria.

9. Seamless Exporting: Export leads with necessary details for easy analysis.