FAQ on Leads for Purchase

 

Lead Purchase module

Where can I find the Lead Purchase module after enabling it?

Once Lead Purchase is enabled, you can access it under the “Left Menu.” Navigate to the “Purchase Module,” click, and look for the “Lead Purchase” icon.

Clicking this icon will display the listing page of purchased leads data.

 

Enabling Lead Purchase

How do I enable the Lead Purchase feature?

To enable Lead Purchase, navigate to the “Left Menu,” go to “Settings,” select the “Third Menu,” click “Select Purchase,” go to “Purchase Preferences,” and check the “Lead Purchase” option.

Don’t forget to click “Update Setting” to save your preferences.

 

Customizing lead purchase data

Can I customize the display of lead purchase data on the listing page?

Yes, you can customize the display of lead purchase data by using filters and sorting options on the listing page. As well Manage Column feature – Explore the available features to tailor the view according to your preferences.

 

Exporting lead purchase data

Is there a way to export lead purchase data for reporting purposes?

Yes, you can export lead purchase data for reporting purposes.

Navigate to the “Left Menu,” go to “Purchase,” then click on “Reports.”

Choose “Total Purchase Lead Analysis” and open the listing page.

On the right-hand side, find the “Download” button. Click on it to reveal options for downloading Cdata.

Upon clicking the “Download” button, you will be prompted to choose between downloading the current page or the entire dataset, giving you flexibility based on your reporting requirements in CSV format.

 

Multiple users in Lead Purchase module

Can multiple users within my organization access the Lead Purchase module?

Yes, multiple users with the appropriate permissions can access the Lead Purchase module. Ensure that user roles and permissions are set up accordingly in the system.

 

Reopening disqualified/ lost lead

If any lead is disqualified or lost, can we reopen it?

Yes, the system allows you to reopen a lead ticket even if its status was marked as lost or disqualified.

 

Process of reopening disqualified/ lost lead

Is there a specific process to reopen a disqualified or lost lead?

To reopen a lead, you can follow these steps within the system:

Search the lead ticket in the system – Total Lead Purchase Analysis Lisitng page.
Change the lead status from “Lost” or “Disqualified” to a status that allows follow-up or pending.
Save the changes to update the lead status.

 

Benefits of logging a new lead purchase ticket for disqualified or lost leads

What are the benefits of logging a new lead purchase ticket for disqualified or lost leads?

Creating a new lead purchase ticket for disqualified or lost leads offers a fresh start, allowing for a comprehensive follow-up. This approach ensures that the lead is treated as a new inquiry, and you can provide updated information and outputs on the new ticket.