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      • Create a new branch
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  • How To?!
    • Manage Leads
      • Add New Lead
      • Import Leads
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      • Quick edit lead Info
      • Convert Lead to Customer
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  1. How To?!

Manage Leads

Efficiently manage and track leads with customizable pipelines and automated workflow.

PreviousHow To?!NextAdd New Lead

Last updated 10 months ago

Streamline Your Lead Management Effortlessly

Welcome to the heart of your customer acquisition journey on The String platform. Managing leads effectively is crucial for nurturing potential customers and converting them into loyal clients. Here’s how you can effortlessly handle your leads from start to finish:

Imagine your business as a bustling hub where opportunities flow in from various channels—social media, ads, SEO efforts, and more. Each lead represents a potential connection waiting to be cultivated.

Managing leads isn’t just about collecting contact details—it’s about fostering relationships that drive business growth. With The String platform, every interaction is an opportunity to strengthen connections and build a thriving customer base. Start managing your leads with confidence and watch your business flourish.

: Begin by capturing new leads directly into your system. Whether they come from your website's contact forms, social media campaigns, or offline events, you can seamlessly input their details into your database.

and : Sometimes, your leads might come from other sources or existing lists. Easily import them into your system for centralized management, or export them for external analysis or backups.

: Tailor how you see your leads. Filter and organize them based on criteria that matter most to you, ensuring you always have the right information at your fingertips.

: Distribute leads among your team members for personalized follow-ups. Assign them to specific agents or teams based on their expertise or workload.

As you nurture your leads, guide them through your sales pipeline. When the time is right, smoothly transition them from potential clients to loyal customers.

: Reach out to multiple leads at once with targeted SMS or email campaigns. Keep them engaged and informed throughout their journey with your brand.

Update and manage all aspects of a lead's profile

Managing your leads is crucial for maintaining an organized and efficient sales process.

Add New Leads
Import
Export
Customize Your View
Assign to Your Team
Convert Leads to Customers:
Communication Made Simple
Manage Lead Profile
Delete Leads
Manage Leads