Understanding the Lead and Opportunity Modules in a CRM System

Understanding the Lead and Opportunity Modules in a CRM System

By Dazos

March 20, 2023

When it comes to managing customer relationships, a CRM (customer relationship management) system can be an invaluable tool. One of the most important features of the Dazos CRM system is its ability to track and manage leads and opportunities. We'll take a closer look at how leads and opportunities are created and managed in the Dazos CRM.

Creating Leads in a CRM System

Everything starts as a lead in a CRM system. A lead can be created manually by clicking the "Add Lead" button or by using the Dazos mobile app. Leads can also be created automatically via an integration with various VoIP platforms like CallTrackMetrics, CallRail, Vonage, RingCentral, Twilio, etc.

When a phone call comes in, a lead is automatically created, and all the necessary information is logged. This includes details like the caller's name and phone number, the time of the call, and the source of the call (e.g., Google organic tracking source).

The lead can then be accessed through the Dazos CRM system's lead module, where it can be updated with additional information as needed. Workflows can also be set up to create tasks for following up with leads that haven't been contacted yet.

Converting Leads to Opportunities

Once a lead has been fully qualified and engaged, it can be converted to an opportunity. To do this, all the required fields in the lead module must be completed. The opportunity can also be assigned a stage to indicate its progress in the sales pipeline, which can be customized according to the needs of the organization.

In addition to the lead and opportunity modules, the Dazos CRM system typically includes other modules such as the contact module, account module, and case module. These modules can be customized to suit the specific needs of the organization and its sales process.

Customizing the Dazos CRM System

Our CRM system is highly customizable, and the modules and workflows can be tailored to meet the unique needs of any organization, large or small. For example, fields can be added or removed from the lead and opportunity modules to ensure that the right information is being captured. Referral sources can also be added to the opportunity module, which can then be selected from a dropdown list.

Overall, the Dazos CRM system is an essential tool for managing customer relationships and tracking leads and opportunities. With its customizable modules and workflows, it can be tailored to meet the unique needs of any organization, streamlining the sales process and providing a comprehensive view of the organization's interactions with its customers.

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