Lead Updates – Sales Reps

Owned by Shonal Singh
May 06, 2022
2 min read

How can I make it easier for sales reps to view new leads?

--Depending on your requirements, you can take a few different options

 

Option 1:

When creating a lead, leave the time field blank.

When sales reps check their calendars for the day, the new leads will appear at the top of the day.

 

Option 2:

Step 1:

Create new Lead Status (can be name according to business requirements) and assign new leads.

*How to set up new Lead Status’s: https://buzsoftware.atlassian.net/wiki/spaces/HELP/pages/70909959

Step 2:

Sales rep log into their profile and go to search leads tab

Leads > Search > New Leads

New leads will appear in this section and sales reps can do into customer cards to view details and make appointments

 

Option 3:

An email option can be set so sales reps don’t need to log into Buz to view all the details. This can be set up so an email will be sent every time there is Status change.

Step 1:

*Create an email template to send to sales reps https://buzsoftware.atlassian.net/wiki/spaces/HELP/pages/3964950

Example:

 

Step 2:

Set up lead Status (ensure to select option to “Send Email on Status Change” https://buzsoftware.atlassian.net/wiki/spaces/HELP/pages/70909959

Step 3:

When creating new leads, change the Status according to setup in Step 2.

Once you submit (“Schedule”) an email notification will be sent to the associated sales rep.