Managing Your Leads

All prospects that visit and navigate your storefront generate a lead. They can be viewed in your Leads grid found within your Account Manager. Each lead generated contains rich details including Lead Profile, Lead Type, Assignee, Engagement Score, Buyer Journey, Requests Associated with Lead, and Other Leads Associated

You can also import your external leads to Knowde.

In this article, you'll learn how to view and understand your lead details. 

Note: This feature is available to all Suppliers

Contents

How to View Your Lead Details

Lead Profile

Lead Type

Assignee

Engagement Score

Buyer Journey

Requests Associated with Lead & Other Leads Associated 

 

How to View Your Lead Details

  1. Navigate to your Account Manager by clicking your profile icon in the top right corner of the screen
  2. From the menu bar click CRM
  3. Click Leads
  4. View lead details by clicking View on a row in the grid
  5. On the left you will see Lead Profile details including Company, Contact details, and contact methods
  6. On the right you will see Lead Type, Assignee, Engagement Score, Buyer Journey, Requests Associated with Lead, and Other Leads Associated 

Leads on Knowde- Detail View.gif

 

Lead Profile

In the lead profile, view company-specific information for your lead and their contact information. There are up to three options for initiating engagement: Message, Email, or Call, which will connect you through any one of the three channels right from the platform with a click of a button. 

Leads on Knowde- Detail View Profile.jpg

 

Lead Type

Efficiently track your leads by marking the lead type within this section of the detail view. You can mark a lead as an Inbound Lead, Qualified Lead, Opportunity, Customer, or Disqualified Lead. 

Leads on Knowde- Detail View- Lead Type.jpg

 

Assignee

Assign the lead to a team member or send it to a distributor to manage. Learn more about sending to a distributor here. 

Leads on Knowde- Detail View- Assignee.jpg

 

Engagement Score

Engagement scores are calculated based on a lead’s behavior on your storefront. A higher score indicates a more engaged lead. On the right view the lead's interests which show the content they engaged with most. In the Notes about project section, you can add any notes or additional information for your Sales team. 

Leads on Knowde- Engagement Score.jpg

Buyer Journey

The Buyer Journey section is a summary of the meaningful actions your lead is taking on your storefront. This section will also show which members of your team they interacted with and the timeline of these events, giving your team more insight into a customer’s needs

Leads on Knowde- Detail View- Buyer Journey.gif

 

Requests Associated with Lead & Other Leads Associated

In these sections quickly view requests and other leads associated with the prospect to get a complete picture of other associated actions happening across your storefront. 

Leads on Knowde- Detail View - Requests Associated.jpg

 

Still need help?

Submit a Request

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.

Articles in this section