Custom Lead list
Custom Lead Lists enable you to organize and manage leads independently of the main lead distribution settings. This feature provides unmatched flexibility, allowing you to align lead management with your specific business needs.
Create Custom Lead Lists 🗂️
Any user can create a lead list to organize leads based on specific criteria such as sales stages, regions, or campaign types, tailoring lead management to your business operations.
Independent from Lead Distribution Leads added to these custom lists are not governed by the default lead distribution rules, ensuring that your custom workflows remain intact.
Private or Shared Access
Private Lists: Keep lists private for personal tracking and organization.
Shared Lists: Share access with team members for collaborative lead management.
Key Features:
Lead Movement: Move or copy leads between lists as needed, offering flexibility for dynamic workflows.
Automated Lead Import: Automatically assign leads from integrations (e.g., LinkedIn or Google Ads) into specific lists for seamless tracking.
Automation Rules: Use automation to move leads between lists based on triggers such as lead status changes, labels, or source matching. Example: Automatically move all new LinkedIn leads into a "Social Media Leads" list for easy segmentation.
Managing Lead Access 🔍
Control Access Permissions Grant specific team members access to view and manage all leads within a list, including those added by others.
Ideal Use Cases:
Managerial Oversight: Managers or stakeholders can gain full visibility over leads in a list to monitor performance. for example you can create an area wise or job wise lead list and grant access to admin's .
Shared Sales Responsibility: For teams with shared sales responsibilities, this feature allows seamless collaboration on lead management.
Distributing Leads 🔄
Lead Distribution in 3Sigma CRM allows you to automatically and equally distribute leads among selected team members within a custom list. This feature ensures a smooth and clutter-free lead management experience, making it particularly useful for telecallers or for assigning leads outside of the default list.
Key Features:
Round Robin Distribution: Automatically and evenly distribute leads across assigned team members. Example: Assign 50 leads equally between two team members, ensuring each receives 25 leads for a balanced workload.
Efficiency for Bulk Lists: Perfect for telecalling campaigns or other bulk lead management scenarios.
Dynamic Workflows: Move qualified leads to other lists or reassign them based on progress in the sales cycle.
Ideal for Telecalling or Bulk Lists 📞
Efficient Lead Handling: This feature is perfect for managing bulk lists, such as telecalling campaigns, where leads need to be distributed quickly and efficiently.
Move Qualified Leads Easily: You can easily manage the process by moving qualified leads to other lists or assigning them based on their progress, creating an organized and seamless workflow.
By leveraging Lead Distribution within custom lead lists, you can streamline your team’s workload, ensure fair lead allocation, and maintain a clutter-free environment, boosting productivity and efficiency.
List Automation for Seamless Organization ⚙️
Overview Automation in 3Sigma CRM makes lead management effortless. Set conditions to automatically move leads from one list to another. This feature saves time, eliminates errors, and keeps your leads perfectly organized—all without manual effort.
Why Use Automation?
Automagically organise your leads
Saves Time: Automatically updates your lead lists so you can focus on sales.
Reduces Errors: Ensures leads are always in the right list without mistakes.
Boosts Productivity: Simplifies lead management for high-demand workflows.
How It Works
Automation works using simple rules:
Set a Condition: For example:
Lead status changes (e.g., "Interested" or "Not Interested").
Task is completed or due.
Leads view your content or catalogues.
Action Happens Automatically: Move the lead to the appropriate list based on the condition.
Once the condition is met, leads are moved instantly, keeping your lists always up-to-date.
Examples of Automation in Action
Contacted Leads: Automatically move contacted leads to a specific "Contacted Leads" list.
Interested vs. Not Interested: Separate leads into lists based on their status for easy follow-ups.
Quotation Follow-Ups: Create a list for leads you’re following up with on quotations.
Task-Based Organization: Automatically move leads to a list when tasks are completed or for leads with upcoming tasks.
Content Interaction: Add leads to a list when they view your catalogues or other shared content.
Why It’s Essential
No Manual Work: Leads move automatically, reducing workload.
Always Organized: Keep your leads sorted and ready for action.
Improved Focus: Spend more time closing deals and less on admin tasks.
Automation helps you manage leads effortlessly, ensuring your team stays organized and productive. Let the system handle the details while you focus on growing your business!
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