Any prospect who shows interest in your product is a lead. For example, say you meet a person, James, at a conference. You exchanged your business cards with each other and discussed your offerings. This gets James interested in your product and thereby makes him a lead. Similarly, those who sign up through your website are also leads.
Lead is an independent module which will contain information about the person, their company and the opportunity that we have on them. Whenever the lead shows enough potential, it can be qualified. In Freshsales, a lead can be qualified by converting it to a contact (which contains personal information), account(which contains company information) and deal(which contains opportunity information).
Each of these three modules are dependent and the conversion marks a step forward in the sales process. This process cannot be reversed. Hence, a contact cannot be converted into a lead.
The primary record is retained with its values. You can choose the record (lead) that you want to set as the primary record. If the primary record has blank fields, then the values of the most recently updated secondary record is filled.
If the primary record has blank fields, then the data from the secondary records is filled in those fields. The secondary records are then deleted permanently.
Leads once merged cannot be split into their individual records.
In this case one has to check whether the first row left blank, if that is the case delete the row in CSV, save the file and reimport that should work.
We do not have an explicit way to reset the led score to zero from the interface. However, as a workaround, users can export the leads, delete them in the CRM and re-import the list back into Freshsales. Before performing this action, the user will have to disable the enable intelligent lead scoring option under Admin Settings > CRM Settings > AUTOMATION SETTINGS
When this action is performed, conversations, tasks and appointments pertaining to the leads will also be removed.
Navigate to Admin settings > General settings > Roles > Select the respective role > Uncheck the lead module, save the settings. The users will not be able to see the lead module.
Your lead score is calculated based on basic criteria (intelligent scoring) like phone calls, emails, etc in addition to the custom rules that you add based on your business needs. Examples include, but are not limited to,
The score that you see for a particular lead in the system is the relative score of that lead with respect to all other leads or contacts in the system. i.e, If you see a score of 40 for "John", it means that there are 40% of leads and contacts in your system having scored less than "John".
So when calculating the lead score we calculate it based on the percentile of the lead instead of percentage. This way the lead score will be compared with other leads and display a scoring which helps you get an idea of the score.
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