To provide a clear and concise guide for team members on how to effectively navigate and utilize the Lead Management System for tracking leads, managing data, and generating reports. This SOP aims to minimize misunderstandings and errors while maximizing productivity and accuracy in task execution.
Key Steps
Access the Lead Management System
Log into the system using your credentials.
Navigate to the "Lead" section from the quick menu on the left side.
Understanding the Dashboard
Familiarize yourself with the top section, which displays key performance indicators (KPIs) such as:
New leads this week and month
Leads that need contacting
Appointment statistics (set and completed)
Note: You can create a personalized dashboard by clicking on the "Create Dashboard" option.
Using the Data Grid
Below the dashboard, you will find the data grid. Here’s how to interact with it:
Column Management: Click on the column selector to show/hide columns as needed.
Filtering Data: Select a column to filter (e.g., by state) and apply the desired filter.
Exporting Data: Use the export feature to download data in CSV, Excel, or PDF formats.
Saving Views: Save your current view for easy access later.
Refreshing Data
To refresh the data, click the refresh button or use the reload option for quicker updates.
Pre-filtering Data
Limit the data displayed by pre-filtering based on lead status (e.g., new, contact-locked, appointment scheduled).
Grouping and Sorting Data
Group data by status or other criteria using the grouping feature.
Sort data in ascending or descending order by clicking on the respective column header.
Accessing Property Details
To view property details, you can:
Right-click on the address to open in a new window.
Click directly on the address or double-click anywhere on the line.
Use the edit button to access editing options.
Using Card View
Switch to card view for a more visual representation of leads, which includes basic information and direct contact options (call/text).
Searching Within the Grid
Utilize the search bar to quickly find specific records (e.g., by seller name or street).
Navigating Between Different Sections
Understand that different sections (e.g., Leads, Purchases) have unique columns and data relevant to their context.
Cautionary Notes
Ensure that filters and groupings are reset when switching between different data views to avoid confusion.
Be cautious when exporting data; ensure that sensitive information is handled according to company policies.
Tips for Efficiency
Regularly save your customized views to streamline your workflow.
Familiarize yourself with keyboard shortcuts for quicker navigation within the system.
Take advantage of the training resources available for deeper understanding and troubleshooting.
Regularly check for updates or changes in the system to stay current with any new features or processes.
By following these steps, team members will be able to efficiently manage leads, minimize errors, and enhance overall productivity within the Lead Management System.