lead management in sugarcrm series: campaigns and conversions
DESCRIPTION
The Lead Management in SugarCRM Series outlines everything you need to know about lead management in SugarCRM. Part 4: Campaigns and ConversionsTRANSCRIPT
Lead Management in Sugar 7
Written by: Josh Sweeney and Briana Gross
Leads and Campaigns
LEADS AND CAMPAIGNS
Campaigns refer to marketing campaigns created in SugarCRM.
If a lead was gained through a campaign, it is useful to create this association in the system so you can track the campaign’s success at gathering leads and, later on, gathering leads that were converted into revenue.
LEADS AND CAMPAIGNS
Lists of leads that are imported from CSV files can be associated during the import process.
An individual Lead record can be associated with a Campaign when it is created or later in the Edit View.
LEADS AND CAMPAIGNS
The related campaign can be seen and edited directly from the leads record.
LEADS AND CAMPAIGNS
The advantage of having this association comes in sorting and filtering your leaddata in the list view.
You can also gather metrics about campaigns and lead groups by tracking it this way.
LEADS AND CAMPAIGNS
A report can be created to track the campaigns that spawned all Closed/Won opportunities.
For example:
A lead is entered in the system with an
associated campaign
The lead is converted into an opportunity
The opportunity status is later changed to
Closed/Won
1 2 3
TARGET LISTS
Target Lists are mailing lists that are used by Campaigns.
A Target List can contain any amount or combination of Targets, Contacts, Users, Accounts and Leads.
Use Target Lists to email Leads and attempt to bring them into your revenue stream.
TARGET LISTS
To create a new lead-filled target list, mouse-over the Target List module and click on Create Target List.
TARGET LISTS
You will be prompted with the new Target List.
TARGET LISTS
You will be prompted with the new Target List.
First add a Name for your list.
TARGET LISTS
You will be prompted with the new Target List. You can also add additional information such as a description, the type of list (for this example we will keep it as Default), user and teams assigned to the list.
TARGET LISTS
You will be prompted with the new Target List.
Then click Save.
TARGET LISTS
Once saved you will be able to click on the Target List you just created.
TARGET LISTS
After clicking the Target list you will be able to add records to the list. This includes linking Leads to your target list for email campaigns, calling lists, etc.
TARGET LISTS
After clicking the Target list you will be able to add records to the list. This includes linking Leads to your target list for email campaigns, calling lists, etc.
Click on Link Existing Record.
TARGET LISTS
Once saved you will be able to click on the Target List you just created.
A window will open allowing you to see all your leads and you can select the leads you want to link to this target list.
TARGET LISTS
Once saved you will be able to click on the Target List you just created.
You can also use the filter search to help find leads faster.
TARGET LISTS
Once saved you will be able to click on the Target List you just created.
Select desired Leads.
TARGET LISTS
When the Target List is associated with an email campaign, all Leads (as well as Contacts, Users, Accounts and Targets) will be sent the desired email or newsletter.
LEAD CONVERSION
Lead conversion is the process of creating a Contact, Account and other optional records after a lead is qualified and the sales person or lead qualification engineer determines that this could generate revenue.
LEAD CONVERSION
To convert a lead in SugarCRM the user clicks the Convert button shown under the edit drop down on a Lead record.
LEAD CONVERSION
Once Convert is clicked the user has the option to create a contact, account, and opportunity from one screen.
LEAD CONVERSION
By default SugarCRM checks the necessary boxes to create a Contact and Account (if the Account name doesn’t match an existing Account).
LEAD CONVERSION
By default SugarCRM checks the necessary boxes to create a Contact and Account (if the Account name doesn’t match an existing Account).
It also automatically fills in all fields that were previously entered into the original lead.
LEAD CONVERSION
Once converted you will be able to access the lead and contact record of the person.
LEAD CONVERSION
Also, note when you are in the lead record you will see the converted option in green once converted.
FIELD REPLICATION
When a lead is converted, SugarCRM automatically copies data from the Lead to the Contact, Account and other records that are being created.
This is to avoid your needing to retype or copy-and-paste the information.
The data is copied for fields that have the same name, e.g. the Lead’s Title value will be copied to the Contact’s Title.
