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How To Create Leads?
How To Create Leads?

Learn all about creating Leads in RemOnline

Amalia avatar
Written by Amalia
Updated over a week ago

Leads are your potential clients which represent all incoming requests from the target market (clients looking for your product/service). This may also refer to a newly created website application, requests by phone, online chat applications, and so on.

As not every Lead is eventually converted into a client, the RemOnline team decided to take Leads into a separate section so you can manage them as an independent business process — routing them and keeping track of every interaction on the Leads page.

Note: This feature is available for all RemOnline users with the Startup subscription plan or higher.

There are several ways of creating Leads in RemOnline. Below let’s quickly run through each of them.

Creating Leads Manually

Follow these simple steps to create Leads with your own hands.

Step 1: Go to the Leads page. Click the + Lead button and fill in the information.

Lead type. Use this field to set up and apply different Lead forms.

By default, the “Lead” type is selected, but you can change this on the Settings > General page. Learn more about creating and configuring lead types in this article.

Build automated workflows by setting up and applying different Initial Statuses based on Lead type, combined with your own status transfer rules and unique status sequences.

Client name shows the name of your potential client. Fill this field with the necessary information.

Hit the + Client button to create a new client profile with several fields for putting in the phone number(s).

Note: If you proceed without creating a new client profile, it will not be displayed elsewhere. This is necessary to keep your client base clean.

Mobile — fill in the phone number of your potential client.

If the phone number you’ve entered makes an exact match with an already existing client profile, the RemOnline system will provide you with a handy option to make them connected.

Once the new Lead is bound to the existing client (or when creating a new profile from scratch), the “Client name” and “Mobile” fields will be both replaced with a client profile.

Note: Review of the existing client profiles is only available for users with the “Can view the customers” set of permissions. Learn more about a set of permissions that can be assigned to employees (roles).

You can also use RemOnline to send SMS/WhatsApp/Viber notifications to your clients or call them directly — even without leaving the system. This feature is available once you have a configured VoIP, SMS gateway, WhatsApp or Viber integration.

Ad campaign is a configurable field to manage your advertising campaigns. Once you fill in the necessary info, you will be able to measure marketing efficiency in the special report.

Comment — use this field to add the relevant information and any notes on Leads.

Will done at is a system field that indicates a due date for transferring Leads to the closed status (Won or Lost).

When this date expires, Leads will automatically receive the “Overduebadge. And the Lead Table will change a shaded clock-face indicator of overdue Leads in the “Due Date” column to a colored icon with showing current period of delay.

Urgent — click this checkbox to make your Leads updated with the “Urgentbadge. Doing so, you will make them marked with a specific indicator displayed in the Lead Table.

Location can be used to specify the location when needed. Filling this field is optional, so you can just keep everything marked as “Not specified ”.

Manager — here you can put the name of the employee responsible for Lead. Otherwise, this field will automatically receive the data from the employee’s profile used to create a request from a potential client.

Step 2: Hit the Create button.

Done! Your new lead is finally created, it can be found in the Lead Table. Every Lead in RemOnline has a unique number with a configurable numbering order. To change the “Lead numbering template”, just proceed with the Settings > General > Leads page.

How to Link an Existing Lead with a New Work Order

If the client's phone number in a new work order matches the phone number in an active Lead, RemOnline will show a message. It will contain a link to the Lead profile and a button to connect the work order with this Lead.

Click the button to connect the work order with the Lead. This Lead will be automatically transferred to the "Successful Work Order" status.

Creating Leads On Calls

To create Leads automatically on incoming calls, you need to connect and configure a VoIP integration. You can do this on the Settings > Integrations page. Once the integration is complete, your RemOnline interface will be expanded with the “Call” widget.

Step 1: Hit the + Lead button.

Step 2: Fill the necessary information and click Create.

Сreating a Lead for each Incoming or Missed Call automatically

RemOnline offers an option to create leads for each received incoming or missed call automatically. To enable this feature, go to the Settings > General > Leads page, check the corresponding checkboxes and configure the creation rules. Find more information about these settings here.

Creating Leads With API

You can also use the API to create a custom process of automated Lead creation in RemOnline. Find out more about the API methods with full documentation on the Settings > API page.

Well done! Now you can go through the next stage of training and learn how to work with Leads as they are meant to.

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