PV
Phuong Vo

Lead Management Module - Copy this React, Tailwind Component to your project

Describe Lead management module for me, based on given scenarios: Given a sales rep has new information about a lead, when they log into the CRM and update the lead's status by interaction on Kanban or view List, then the CRM system saves this update with a timestamp. Given the lead receives a marketing email, when they open the email and click on a link, then the system automatically updates their status to 'engaged'. Given a sales manager reviews lead engagement reports, when they identify leads with high engagement and apply qualification criteria, then the leads are marked as 'qualified'. Given the system analyzes lead engagement, when a lead exceeds the threshold of interactions, then the lead is automatically marked as 'qualified'. Given a customer service rep is scheduled to contact a lead, when they access the lead's profile in the CRM, then the system displays a comprehensive history of interactions. Given a lead interacts via any channel, when the interaction happens, then the system automatically captures the interaction details and updates the lead’s history immediately. Given a sales representative is on a call with a potential lead, when the lead expresses interest, then the representative enters the lead's details into the CRM. Given a potential lead fills out a contact form on the website, when they submit the form, then the system automatically captures and records the details in the CRM. Given a sales representative reviews the lead after a significant interaction, when they decide to update the lead's status, then they access the CRM and make the status update. Given the weekly sales meeting, when each sales representative reviews their leads, then they update the status of each lead as necessary in the CRM during the meeting. Given a lead is newly qualified, when the sales manager reviews the lead's details and available representatives, then they assign the lead to the representative best suited. Given a lead's current representative is unavailable, when the sales manager receives a reassignment request, then they reassess the lead and reassign it to another representative. Given a lead is updated to 'interested', when the sales representative reviews the lead’s details and availability, then they schedule a follow up call in the CRM calendar. Given it is 24 hours before a scheduled follow up, when the system triggers a reminder, then the sales representative receives a notification and confirms readiness or reschedules. Given the month has ended, when the sales manager accesses the lead conversion report in the CRM, then they analyze conversion rates by various dimensions and identify trends. Given a lead's status updates to 'converted', when this change is detected by the CRM, then the system updates the conversion metrics dashboard in real time.

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LeadManagementModule - Update lead status, track interactions, and automate engagement with ease. Built with React and Tailwind. Get instant access!

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Last updated 1 month ago