We’ve heard from many Customer Manager Online users that you want to track “new business possibilities,” “leads,” “new business contacts,” — and other terms for tracking potential customers differently than ones you have already serviced. We are researching good ways to make this drop dead simple… but there are already some pretty easy ways to do it with Customer Manager Online today.
In the current release, you can create a custom field to track this information and then see the complete list of your contacts who you think will get you new business (even if they are ones you’ve done business with before).
Here is one way to do it:
1. Create a custom field with a check box of “Lead,” then mark all contacts that you consider a good candidate for future business with a check mark
2. You can also create a custom field that is a text box to enter in what you think you could be selling to this customer
3. Then you can filter the list by selecting the name of the custom field in the Filter List - the checklist of leads - and/or the list of potential sales to those leads
In both cases, don’t forget you can use the notes section to track your interaction with a prospective customer - or customers you’re getting return business from. You and others in the office will know all the important details about a customer when you are working on getting their business.
Have you found another way to track leads? Let us know. How can we make this even easier? Let us know.
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