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Table of Contents

Lead Dashboard

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Create a new lead

Click here to watch the video on how to enter a lead in BUZ

open BUZ OnDemand -> Sales -> Leads

Select “+ New Lead”
Type in the lead address and details
The first address entered is the lead address, the second address is the billing address
If the 2 address are different "un-tick" the billing address box to enter the second address and details.

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If the address can't be found in Google click on Detailed Address and then enter the full address details.

Note: We use Google to auto-complete addresses, if the address is not found by Google BUZ opens the Detailed Address box and asks to complete it.

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Fill in the Products they are interested in and the Product Survey
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Now you can choose a Rep, Date, Start and Finish Time and add any notes about the Quote IE: We are the second company to Quote
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You will be taken to the Summary page where you can “Schedule and Start a new Quote” or “Schedule and Start a New Lead”
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Create a Private Appointment

open BUZ OnDemand -> Sales -> Leads

Select "Calendar"
Then Select "New Private Appointment"
Type in the Rep, Date, Time and Description of Private Appointment and Save
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Lead Colours

A Lead will show on the calendar in Yellow
A Private Appointment will show on the Calendar in Orange

Lead colours can be changed/managed through your lead statuses, more help can be found here.
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Lead Appointments displayed in the calendar

The coloured box on the top right of each appointment is how far in kilometers each appointment is from each other (this will not calculate the start kilometers from the office/home address of the rep.)

Green = less than 10 kms

Orange = 10 - 20 kms

Red = + 20 kms

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Update/Change lead status

Use Leads Search to find lead, click lead, opens Summary page, click Back button to edit, change status in top right, then Next, click Schedule to save.

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Leads Module

The Leads module is a central component of your customer management process, designed to help you capture, track, and nurture potential clients. It serves as the starting point in your sales pipeline, enabling your business to convert prospects into opportunities and, ultimately, satisfied customers.

By using the Leads module, you can efficiently manage all incoming leads, ensuring that no potential business opportunities are overlooked. This module allows you to record essential lead details, assign them to team members, and monitor their progress through your sales funnel.

Key features of the Leads module include:

Lead Capture: Store and organize all prospect information in one centralized location.
Private Appointment Capture: Store and organize all private appointments (such as Medical Leave, Annual Leave etc).
Status Tracking: Monitor the current stage of each lead, from initial inquiry to conversion.
Integration: Seamlessly connect with other modules, such as Quotes and Orders, to streamline the transition from lead management to customer orders.

Managing leads effectively is crucial for maintaining a healthy sales pipeline and growing your business. With this module, your team can focus on building relationships, prioritizing high-value opportunities, and driving sales success.