what's up OD doers and welcome back I just came back from my daily coffee run and when I was there the cafe owner told me that they're in the market for some new beastro tables so I rushed over to the stealthy wood office to put them down as a lead in our CRM dashboard so what is a lead you may ask and how is it different from an opportunity aad is anyone who might be interested in our business like someone who VIs our website or emails us about a product or even asks me in real
life about some beastro tables once a lead comes into direct contact with the salesperson or show specific interest in making a purchase they are qualified into an opportunity meaning our sales team is more likely to close that sale ODU CRM makes it easy to organize our potential sales and follow their life cycles in the sales pipeline from the initial lead all the way to the qualified opportunity and finally a sale today we're going over the first part of this journey creating leads before we get into it we want to make sure that we have leads
enabled so let's head over to configuration at the top followed by settings and here on our settings page we just want to make sure that the checkbox next to leads is ticked perfect this means that before the opportunity stage in our CRM we have our lead stage to review the viability of each potential sale and determine our priorities so so let's click into the leads heading to see what it's all about on the leads Page look at all these potential customers there are two main ways that we can create leads in Odo through an email
Alias and manual leads think of an email Alias like a team email something like sales stealthy wood.com which creates a lead whenever someone sends a message to that address today however we're going to focus on manually created leads but check out our tutorial and documentation links below to learn more about lead generation so to start we're just going to click new at the top left corner to get our Cafe guide down and I'll title this lead so the sales team can quickly identify what it is from our pipeline so I'll just put 10 beo tables
and you might have noticed we have a probability field directly below with a percentage added as well this isn't just a random number ODU uses historical data to score leads and opportunities which tell us how likely we are to close that sale if you want to know more about how lead scoring Works check out our documentation links below because time is precious this is especially important when assigning salespeople we can see which leads are more likely to turn into actual Revenue meaning which leads are more worth our time and our sales team's precious resources in
the contact name field here on the right right I'll type in the cafe owner's name which is Perry beans and because I'm already signed in as Mitchell admin this lead is automatically assigned to me as well as my sales team and I told Perry I will personally take care of him so we're going to leave this as is here at the top we have our company name we'll type in the name of the cafe which was Beans Cafe and this is actually the only field required to save a lead by the way so all the
other information here is optional but the more details we have the better equipped we are to nurge at this lead and convert it into a real sale however Perry was nice enough to give me their email address which I'll type here in the email field if you notice the probability numbers are actually going up and down throughout this lead creation process don't worry though this is because ODU increases the chance of Landing the sale as we add more information to the lead Perry pretty much told me that they're definitely going to buy from us so
I'm going to manually change this probability field to 95 once we do you'll also notice that odu's generated score will stay above next to the probability line next to the gear icon so we can keep the historic data in mind if we want to switch this back to the original probability then all we have to do is click this gear icon next to it we have some additional contact information on the lead form but they're optional and I only have Perry's email so we're going to leave the rest blank for now in the priority field
right here we can rank how important this lead is this helps the science sales team organize their tasks and make sure that they're prioritizing the right leads and opportunities Perry seemed pretty set on buying our tables so I'll set this priority to two stars which in our database means high priority we want to ensure that our sales team focuses on the right leads that will lead to closed deals to work smarter and not harder we can prioritize the qualified leads with higher chances of closing last but not least we have our tags field here here
where we can assign tags that best fit this opportunity this can be certain products or even product categories in our database not only does it make it easier to organize this lead but it'll also help once we get into CR reporting later down the line and because we'll be able to track what types of leads and opportunities are converting to actual Revenue so here in the tags field we're going to add product as well as furniture and finally we'll manually save this and there you have it a brand new sales lead really quick let's see
how the qualification feature comes into play we'll click back into the leads dashboard and then from the search bar which helps us customize our dashboard view we're going to click down here and then click add custom filter in the new pop-up window we'll change country to Prior we're going to go ahead and keep the is equal as is but we're going to change this low to high and then we're going to click add and Tada now we have our high priority leads SL twar leads like Perry for our 10 beastro tables having features like tags
lead scoring and priority helps us organize our leads to make sure we're prioritizing the right one this also helps us during sales reports when the team reviews what leads and opportunities were lost see if they had any details in common and how we'll better work to reduce lost sales in the future this topic is a bit more advanced so I'll link the tutorial and documentation below if you want to check out more CRM and sales reporting I'll follow up with Perry and once I have more information I'll consider this qualified and ready to convert to
an opportunity and there you have it o doers today we learned about enabling and creating leads in ODU wonderful CRM app for the next step in your CRM Journey check out our tutorials on the sales Pipeline and creating opportunities which I'll link down below I'll catch you in the next video ad doers
