Managing Leads from the Store Manager
Overview
When customers find you online and contact you, all the leads can be tracked on the Lead Dashboard. There are three different types of lead sources:
- Leads by Phone: With Storat Cloud telephony, all arriving calls will be recorded & tracked with the phone number that called you.
- Leads by Website: If you have a website built with Storat Website Solutions, all email and contact forms will be tracked and available on your leads dashboard.
- Leads by Email: You can receive leads via email on your store manager through Email Redirects
- Distributed Leads: This is a lead that came through Storat Call Center requesting a service you offer. These leads are often vetted and verified by the call center and are distributed to multiple merchants to accept the lead. The merchant that accept lead first wins it. Distributed leads are not commission based, instead a lead charge will be applied based on the lead value.
Leads Status
All leads you will receive will show in your store manager under the Storat Lead dashboard.
you can access the dashboard directly using the following URL: https://uae.storat.com/dashboard/leads/manageThe leads you receive on the dashboard will have an active status until an action is added to the lead. Leads that you receive through Storat.com can be managed easily on your dashboard. This helps you keep a check on the leads that was:
- New: a lead that just arrived in the last 24 hour
- Active: These are the leads that arrived and no actions were taken on it
- In Progress: These are pending leads that are still active with an action and are not closed yet.
- Won: These are won leads that were converted to business
- Lost: These are leads that were not converted to sales
- Customer Service: These are leads that are related to customer help and support
- Duplicate: These are leads that are identified as duplicated
- Not Relevant: Leads that are not relevant to your business. Or leads that request services not provided in your business
- Spam: These are spammy leads
When you click on a tab, the related leads for this status will show. For example if you click on in progress, the in progress lead dashboard will open. Each lead will have a card that has the basic information that you updated on the lead like the lead name, number and email address.
Updating Lead Information
Some leads come through a phone where you will need to later update their name, email, other numbers, etc. Each lead card will have a green Actions button for the actions you can do for this lead. Click on Update Lead: You can add Customer Name, Email, Numbers, Company Name, Expected Revenue and what was the customer interested in.
Updating Lead Status
To update the lead status, click on the green Actions in the lead card on the dashboard, then click on close lead. You can close the lead as won, lost, not relevant, customer service duplicate or spam.
- Won: These are won leads that were converted to business
- Lost: These are leads that were not converted to sales
- Customer Service: These are leads that are related to customer help and support
- Duplicate: These are leads that are identified as duplicated
- Not Relevant: Leads that are not relevant to your business. Or leads that request services not provided in your business
- Spam: These are spammy leads
Viewing Lead Details
If you click on the card, the lead details page will open this page provides more information about the lead especially if the lead was update. It is divided into three sections, each section has an edit button for quick edits:
1- Lead information : this section will have basic information about the lead, like status, lead date, lead source, lead owner.
2- Additional Lead Information: This section has extra information about the lead like what the lead is interested in, the expected revenue of the lead, and the location of the lead. If the lead was a call it will show the call status (missed or connected), call duration and if the call was connected the play recording to listen to the call.
3- Lead timeline and comment section : this section will have comments added by you as well as the timeline of this lead.
Quick Actions on Leads Dashboard
From within the leads details page or from outside on the lead card, you can take the following actions from the top right corner next to Leads Details:
1- Share the lead information via Whatsapp
2- Share the lead information via Email
3 - Convert the lead to an appointment. To know how to convert a lead to an appointment click here
4- Close the lead
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