EasyDo 365Creating Sales Leads
Learn how to create and track sales leads in EasyDo 365 for effective sales pipeline management
Creating Sales Leads
Sales lead creation in EasyDo 365 enables sales teams to capture, track, and manage potential customer opportunities efficiently. This systematic approach ensures no lead is lost, facilitates follow-up, and provides visibility into your sales pipeline.
Video Tutorial
Creating a Sales Lead
Open App and Manager Chat
Open the EasyDo Tasks app and navigate to your manager's chat or designated sales lead recipient.
Access Sales Lead Option
Tap the plus icon in the chat. From the options menu, select Sales Lead.
Fill in Lead Information
Company: Select the relevant company from your organization list.
Company Name: Enter the prospect company or client name.
Person Name: Enter the contact person's full name.
Phone Number: Enter the contact's phone number.
Email Address: Enter the lead's email address.
Notes (optional): Add additional information such as:
- Source of the lead
- Products/services of interest
- Budget indications
- Timeline or urgency
- Specific requirements or pain points
- Next steps or follow-up plans
Add Attachments
Tap the attachment button to add supporting files:
- Business cards (photo)
- Company brochures or information
- Requirement documents
- Email correspondence
- Meeting notes
Submit Lead
Tap Submit to create the sales lead. The lead is now in your sales pipeline and visible to designated team members.
Best Practices
Complete Information:
- Fill all available fields for comprehensive records
- Include detailed notes about the opportunity
- Attach all relevant documentation
Timely Entry:
- Create leads immediately after initial contact
- Don't delay or risk forgetting details
- Capture information while it's fresh
Accurate Data:
- Verify contact information before submitting
- Use correct spelling for names and companies
- Double-check phone numbers and emails
Effective Notes:
- Record conversation highlights
- Note specific needs or pain points
- Include budget or timeline information
- Mention competing vendors if known
- Document next steps clearly
Sales Lead Management
After creating a lead:
- Track follow-up activities
- Schedule meetings or calls
- Update lead status as it progresses
- Convert to opportunity when qualified
- Monitor through sales reports
Related Resources
- Task Creation - Managing tasks
- Meetings - Scheduling follow-ups
- Company Reports - Sales reporting
Need Help?
Contact your sales manager for lead management questions or IT support for technical assistance.