3.2.2 Lead Management
The Lead Management feature in Agency Handy streamlines the tracking, management, and conversion of leads into clients. Using a visual Kanban board leads progress through predefined stages, enabling agencies to focus on high-priority prospects and improve conversion rates.
What:
This feature allows users to track leads across stages (New → Contacted → Qualified → Working → Proposal Sent → Negotiation → Client) on a Kanban board, take quick actions, and seamlessly convert leads into clients.
Purpose:
Simplify lead tracking and management.
Improve lead-to-client conversion rates.
Automate follow-ups and streamline communication to save time and increase efficiency.
Pre-conditions:
An active Agency Handy account with the CRM module is enabled.
Permission to access and manage leads.
Users must have relevant lead details to create or update cards.
Steps to Use:
Log In to Your Agency Handy Account:
Access your account using your credentials.
Navigate to the CRM Tab:
From the main navigation, click on CRM.
Select the Leads option to open the Kanban board for lead tracking.
Create a New Lead:
Click the Create Lead button.
Fill in the lead details, including:
Lead Name (First Name & Last Name). This is mandatory.
Email (This is mandatory).
Company Name
Category
Status (Contacted, Qualified, Working, Proposal Sent, Negotiation, Client)
Source (Facebook, Website etc)
Lead Value
Phone Number
Website
Assigned Agent,
Last Interaction
Address (Country, State, City, Zip code)
Attachments (if any).
Click the "Create" button and Save the lead to add it to the New stage on the Kanban board.
Track Leads on the Kanban Board:
View all leads in their respective stages.
Drag and drop leads between stages to indicate progression.
Quick Actions on Lead Cards:
Click on a lead card to:
Edit contact Information (Lead Information & General Information).
Print the Lead Details by clicking the Print button at the top right corner.
Convert any Leads to the Client directly.
Set Reminders and Automate Tasks:
Receive automated notifications for leads idle in a stage for more than X days.
Example: "Follow up with [Lead Name]."
Actions such as "Send Proposal" automatically generate tasks in the task manager.
Filter and Search Leads:
Use the filters to narrow down leads by:
Assigned Agent, Lead Value, Last Interaction Date, or Source.
Use the search bar for quick lookups.
Convert Lead to Client:
Click the Convert to Client button on the lead card.
The lead will be removed from the Kanban board and appear in the Clients Tab.
A confirmation message will appear: “Lead has moved to the Clients Tab.”
Important Notes:
You can quickly filter by criteria such as
Default Pipeline Stages:
New → Contacted → Qualified → Working → Proposal Sent → Negotiation → Client.
Editable Fields:
Contact info (email or phone number) and notes can be updated directly on the lead card.
Reminder Notifications:
Receive alerts for leads idle in any stage beyond a set time limit (e.g., 7 days).
Automated Task Integration:
Key actions (e.g., sending proposals) automatically create tasks to keep the workflow organized.
Reporting Metrics:
Track performance with reports on:
Number of leads per stage.
Conversion rates.
Average time spent in each stage.
Best-performing agents.
Search and Filters:
Quickly find leads using search or filter by criteria like Assigned Agent, Lead Value, and Last Interaction Date.
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