User Guide
AgencyHandy User Guide - For Agency
AgencyHandy User Guide - For Agency
  • en-us
    • AgencyHandy User Guide - For Agency
      • Introduction of AgencyHandy
        • Why should you choose Agency Handy?
        • Who is it for?
        • What are the benefits?
        • How does it differentiate itself from others?
        • Plans & Pricing
      • Account Verification
      • Sign Up
      • Log in
      • Accessing the Main Interface
      • Workspace Config
        • Set up General Settings
        • Set Up Appearance
        • Set Up Custom Domain
          • AgencyHandy Hosting with Cloudflare
          • Agency Handy Hosting with Namecheap
        • Set Up Sign-In Portal
        • Set Up Sign-Up Portal
        • Set Up Emails
          • Setup Email Address
          • Setup SMTP
          • Email Template Configuration
          • Sending a Test Email
        • Tax Rates
        • SEO Portal
      • Resetting Password
      • Setting Multiple Workspace
        • Create a new Workspace in AgencyHandy
        • Deleting a Workspace in AgencyHandy
      • Services
        • Create a Service with Multiple Packages, Default Tasks & FAQs
        • Edit/Update a Service
        • Delete a Service
        • Add-on Setup in Services
        • Multiple Pricing and Multiple Packages
        • Create Multiple Service Group
        • Service Configurations
        • Setting the Trial Period for a Service
        • Setting Default Tasks for a Service
        • Setting up a Setup Fee
        • Coupon System
        • Portfolio
        • User Review
      • CRM
        • Clients
          • Create Clients Profile
          • Import Clients
          • Export Clients
          • Client Configuration
          • Edit a Client Profile
          • Delete a Client Profile
          • Manage Client's Recent Order
          • Manage Client's Recent Ticket
          • Manage Client's Recent Invoices
          • Create Client Group
        • Lead Management
      • Orders
        • Create an Order
        • Edit/Update an Order
        • Create Tasks in an Order
          • Task Modal/Activity Page Manage
          • Edit Task in an Order
          • Delete Task from an Order
          • Time Tracking
        • Manual Order Create for Unpublished Services
        • Client Task Creation
        • Add-On Support in Manual Orders
        • Delete an Order
      • Subscription
        • Subscription Management & Recurring Billing in Agency Handy
        • Common Subscription Use Cases
        • Automatic Invoice Generation
        • Subscription Filter, Search, and Sorting
        • Reminder on Subscription
        • How Stripe Generates Subscription Payments for Agency Handy
        • How PayPal Generates Subscription Payments for Agency Handy
      • Forms
        • Order Form
        • Intake Form
        • Public Forms
      • Proposal
        • Proposal Dashboard
          • Send a Proposal
          • Accept a Proposal
          • Reject a Proposal
        • Sending a Proposal with Specific Package
      • Tickets
        • Ticket Dashboard
          • Create a Ticket
          • Edit a Ticket
          • Delete a Ticket
      • Teams
        • Team Dashboard
          • Invite & Add a Team Member
          • Set Role & Permission for Team Members
          • Remove Team Member
      • Invoices
        • Invoice Dashboard
          • Invoice Settings
            • Invoice prefix
          • Create an Invoice
          • Edit an Invoice
          • Delete an Invoice
          • Download/Print an Invoice
          • Send an Invoice to a Client
          • Export Invoice
        • Wise Support in Manual Subscription Invoices
        • Reminder on Invoice
      • Integration
        • Integrating Stipe
        • Setting up PayPal
        • Webhook Management
          • How to use/create Webhook
          • Authenticating Webhooks
          • Testing Webhook Event
      • Embedded Applications in Agency Handy
      • Files
        • Manage Files in Order Task
        • File Feedback
      • User Policy of AgencyHandy
      • Settings
        • Setting Up Profile
        • Manage Subscription
          • Viewing Plan Summary
        • Redeem Promotion Code
      • API Integration Guide
        • 🚀 Create a New Lead Using API
        • 👨‍🔬Create a New Client
  • French
    • Guide d'utilisation d'AgencyHandy – Pour les agences
      • Présentation d’AgencyHandy
        • Pourquoi choisir AgencyHandy ?
        • À qui s’adresse AgencyHandy ?
        • Quels sont les avantages d’AgencyHandy ?
        • Qu’est-ce qui distingue AgencyHandy des autres solutions ?
        • Plans et Tarifs – AgencyHandy
      • Inscription – AgencyHandy
      • Vérification de compte – AgencyHandy
      • Connexion – AgencyHandy
      • Accès à l’interface principale – AgencyHandy
      • Configuration de l’Espace de Travail – AgencyHandy
        • Configurer les Paramètres Généraux – AgencyHandy
        • Configurer l’Apparence – AgencyHandy
        • Configurer un Domaine Personnalisé – AgencyHandy
          • Hébergement d’AgencyHandy avec Cloudflare – Guide Complet
          • Hébergement d’AgencyHandy avec Namecheap – Guide Complet
        • Gestion des Taux de Taxe
      • Configurer le Portail de Connexion – AgencyHandy
      • Configurer les Emails – AgencyHandy
        • Configurer une Adresse Email dans AgencyHandy – Guide Étape par Étape
        • Configurer SMTP dans AgencyHandy – Guide Complet
        • Configurer les Modèles d’Email – AgencyHandy
        • Envoyer un Email de Test – AgencyHandy
      • Réinitialiser le mot de passe – AgencyHandy
      • Créer et Gérer Plusieurs Espaces de Travail – AgencyHandy
        • Créer un Nouvel Espace de Travail dans AgencyHandy – Guide Étape par Étape
        • Supprimer un Espace de Travail dans AgencyHandy – Guide Complet
      • Fonctionnalité “Services” – AgencyHandy
        • Créer un Service avec Plusieurs Forfaits, Tâches Par Défaut & FAQ – Guide Complet (AgencyHandy)
        • Modifier/Mise à jour d’un Service
        • Supprimer un Service
        • Configuration des Add-ons dans les Services – AgencyHandy
        • Options de Tarification Multiple & Forfaits Multiples – Guide Complet (AgencyHandy)
        • Créer un Groupe de Services Multiples – AgencyHandy
        • Configuration des Services – AgencyHandy
        • Définir une Période d’Essai pour un Service – AgencyHandy
        • Définir des Tâches Par Défaut pour un Service – AgencyHandy
        • Configurer des Frais de Mise en Service (Setup Fee) – AgencyHandy
        • Système de Coupons – AgencyHandy
        • Fonctionnalité Portfolio – AgencyHandy
        • Fonctionnalité Avis Utilisateur (User Review) – AgencyHandy
      • Fonctionnalité CRM – AgencyHandy
        • Fonctionnalité Clients – AgencyHandy
          • Créer un Profil Client – AgencyHandy
          • Importer des Clients – AgencyHandy
          • Exporter des Clients – AgencyHandy
          • Configuration Client – AgencyHandy
          • Modifier un Profil Client – AgencyHandy
          • Supprimer un Profil Client – AgencyHandy
          • Gérer les Commandes Récentes d’un Client – AgencyHandy
          • Gérer les Tickets Récents d’un Client – AgencyHandy
          • Gérer les Factures Récentes d’un Client – AgencyHandy
          • Créer un Groupe de Clients – AgencyHandy
        • Gestion des Prospects (Lead Management) – AgencyHandy
      • Commandes (Orders) – AgencyHandy
        • Créer une Commande – AgencyHandy
        • Modifier / Mettre à jour une Commande – AgencyHandy
        • Créer des Tâches dans une Commande – AgencyHandy
          • Gestion de la Fenêtre Modale de Tâche / Page d’Activité – AgencyHandy
          • Modifier une Tâche dans une Commande – AgencyHandy
          • Supprimer une Tâche d’une Commande – AgencyHandy
        • Créer une Commande Manuelle pour des Services Non Publiés – AgencyHandy
        • Création de Tâche par le Client – AgencyHandy
        • Prise en charge des modules complémentaires dans les commandes manuelles
        • Supprimer une commande
      • Abonnement
        • Gestion des abonnements & facturation récurrente dans Agency Handy
        • Cas d’usage communs — Gestion des abonnements dans Agency Handy
        • Génération Automatique de Factures
        • Filtrage, Recherche et Tri des Abonnements
        • Rappel d’Abonnement dans AgencyHandy
        • Comment Stripe Génère les Paiements d’Abonnement pour Agency Handy
        • Comment PayPal Génère les Paiements d’Abonnement pour Agency Handy
      • Formulaires
        • Formulaire de Commande
        • Formulaire de Prise d'Informations (Intake Form)
        • Formulaires Publics
      • Proposition
        • Tableau de bord des propositions
          • Envoyer une proposition
          • Accepter une proposition
          • Rejeter une proposition
        • Envoyer une proposition avec un forfait spécifique
      • Tickets
        • Tableau de bord des tickets
          • Créer un ticket
          • Modifier un ticket
          • Supprimer un ticket
      • Équipes
        • Tableau de bord de l’équipe
          • Inviter et Ajouter un Membre de l’Équipe
          • Définir les Rôles et Permissions pour les Membres de l’Équipe
        • Supprimer un Membre de l'Équipe
      • Facturation & Gestion des Factures
        • Tableau de Bord des Factures
          • Paramètres des Factures
            • Préfixe de Facture
          • Créer une Facture
          • Modifier une Facture
          • Supprimer une Facture
          • Télécharger / 🖨️ Imprimer une Facture
          • Envoyer une Facture à un Client
          • Exporter des Factures
        • Support de Wise dans les Factures d’Abonnement Manuel
        • Rappel de Facture
      • Intégration
        • Intégration de Stripe
        • Configuration de PayPal
        • Gestion des Webhooks
          • Comment créer et utiliser un Webhook
          • Authentification des Webhooks
          • Tester un Événement Webhook
      • Applications Intégrées dans Agency Handy
      • Fichiers
        • Gérer les fichiers dans les tâches liées à une commande
        • Commentaires sur les Fichiers
      • Paramètres
        • Configuration du Profil
        • Gérer l’Abonnement
          • Voir le Résumé du Plan
        • Utiliser un Code Promotionnel
  • FAQ
    • Workspace Config - Set up General Settings
    • Workspace Config - Appearance Settings
    • Workspace Config - Custom Domain Setup
    • Workspace Config - Sign-In Portal Customization
    • Workspace Config - Sign-Up Portal Customization
    • Workspace Config - Email Configuration
    • Tax Rates
    • SEO Portal
    • Multiple Workspaces
    • Creating a Service with Multiple Packages
    • Creating a Service with Multiple Packages, Default Tasks
    • Edit/Update a Service in AgencyHandy
    • Add-on Setup in Services
    • Multiple Pricing and Multiple Packages
    • Create Multiple Service Groups
    • Service Configurations
    • Setting the Trial Period for a Service
    • Setting Default Tasks for a Service
    • Setting up a Setup Fee
    • Coupon System
    • Portfolio
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  1. en-us
  2. AgencyHandy User Guide - For Agency
  3. CRM

Lead Management

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Last updated 3 months ago

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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:

  1. Log In to Your Agency Handy Account:

    • Access your account using your credentials.

  2. Navigate to the CRM Tab:

    • From the main navigation, click on CRM.

    • Select the Leads option to open the Kanban board for lead tracking.

  3. 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.

  4. Track Leads on the Kanban Board:

    • View all leads in their respective stages.

    • Drag and drop leads between stages to indicate progression.

  5. 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.

  6. 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.

  7. 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.

  8. 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.”

  9. Attachment Preview:

    • What: Users can preview attachments (PDF, JPEG, PNG, and text files) directly within the lead details modal. Unsupported file types prompt a download option.

    • Purpose: To enable quick access to critical lead-related files without leaving the platform.

  10. Source Field Character Limit:

    • What: The "Source" field now supports up to 50 characters. Text exceeding this limit is truncated with an ellipsis (…), and the full content is displayed via a tooltip on hover.

    • Purpose: Ensures concise information while maintaining the ability to view full details when needed.

  11. Webhooks for Lead Events:

    • What: Webhooks will trigger for the following lead actions:

      • Lead.Created: Fires when a new lead is created.

      • Lead.Updated: Fires when a lead is updated.

      • Lead.Deleted: Fires when a lead is deleted.

    • Payload: Includes lead ID, status, source, assigned agent, and timestamps.

    • Purpose: Enables automation and integration with external systems.

  12. Activity Log:

    • What: Tracks all lead updates, including status changes, notes, and attachment uploads.

    • Fields Tracked:

      • User: Name of the team member making changes.

      • Details: Specific updates (e.g., "Status changed from 'New' to 'Contacted'").

    • Purpose: Maintains a detailed history of lead activities for transparency and accountability.

  13. Import:

    • What: Users can bulk import leads via supported formats (CSV, Excel) or export filtered data. They have to provide data according to the mapper column.

      • Mandatory Fields for Import: Name, Email.

      • Optional Fields for Import: Source, Lead Value, Phone Number, Company Name, Address.

    • Purpose: Simplifies data management and enhances scalability.

  14. Export:

    • What: Users can bulk export leads via supported formats (CSV, xlsx). They can choose all the types from the lead section or custom columns.

    • Purpose: Simplifies data export management.

  15. Email Option:

    • What: Users can compose and send emails directly from the Kanban board or lead details modal.

      • Fields: To (pre-filled), Subject (max 250 characters, mandatory), Body (rich text editor, max 10,000 characters), Attachments (max 5, total size limit 25 MB).

    • Purpose: Streamlines client communication without requiring external tools.

  16. Notes Section:

    • What: A dedicated section for notes within each lead.

      • Features:

        • Editable and deletable notes.

        • Displays the note creator and timestamp.

    • Purpose: Facilitates collaboration and detailed documentation.


Important Notes

  1. Attachment Preview:

    • Supported files are previewable in the lead modal. Unsupported files provide a download option.

  2. Source Field:

    • Text exceeding 50 characters is truncated with a tooltip for the full content.

  3. Webhooks:

    • Accurately trigger for Lead.Created, Lead.Updated, and Lead.Deleted, with precise payload data.

  4. Activity Log:

    • All lead-related changes are recorded in the log and displayed in the lead modal.

  5. Import/Export:

    • Leads are imported/exported seamlessly, maintaining data integrity.

  6. Email Option:

    • Emails can be composed and sent with attachments, using a built-in rich text editor.

  7. UX Enhancements:

    • Hover states, modal designs, and multi-row functions perform as intended.

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 at any stage beyond a set time limit (e.g., 7 days).

  • Automated Task Integration:

    • Key actions (e.g., sending proposals) automatically create tasks to organize workflow.

  • 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:

    • You can quickly find leads using search or filtering by criteria such as Assigned Agent, Lead Value, and Last Interaction Date.