Viewing Lead Details

The lead details are categorized into three categories:

About Leads

1. This category is shown on the side bar on the left.

   
2. It displays the lead status and the respective personnels assigned to the lead. All details can be amended by clicking onto the “Edit” button:

   • Owner - this refers to the salesperson that is in charge of this lead.

   • Participants - this refers to other users that are involved with and following the activities of this lead.

   • Lead Status - this refers to the status of the leads:

     • Followed Up

     • Not Followed Up

     • No Intention

     • Intention

     • No Response

     • Incorrect Data

Leads Information

1. This category shows the detailed profile of the lead, including its source and conversion status. Brokers can click onto the "Edit" button to amend any of the following information:

   • Name

   • Gender

   • Nationality

   • Phone

   • Comment

   • Source

   • Join Date - this refers to the date that the lead was created and cannot be amended.

   
2. Conversion Status - there are 2 status that are system generated here.

   • Converted - the lead has successfully registered a CRM account and has been converted to a client.

   • Unconverted - the lead has not registered a CRM account with the broker.

   

Leads Conversion

This category is where brokers can take actions to convert the lead into a client.

1. Send Registration Email

   • Clicking this will send an account registration email to the lead to prompt them to register a CRM account with the broker.

     • You will need to select the Client Type and click “Confirm”.

     • An email with the registration link will be sent to the lead.

     
2. Create a Client Portal Account

   • Clicking this will allow brokers to directly create a CRM account for the lead.

     • The broker will have to fill in the necessary fields as per the client registration process (Please refer to this section for more details: Registration Form).

       • The available data of the lead will be automatically filled in.

       

       • Upon successful creation of a CRM account for the lead, the status of the lead will automatically be turned from “Unregistered” to “Registered”.

       

       
3. Bind Existing Clients

   • Clicking this will bind the lead to an existing client of the broker.

     • The broker will need to key in the client ID or client email address they wish to bind the lead to.

     • Once the lead is bound to the client, the status will change from “unregistered” to “registered”.

     

The “Last Sending Time” is also displayed here. This refers to the last email sent out to the client via the “Send Registration Email” function.