🟢 SYSTEM STATUS

Leads are Potential Customers

Overview

What are Leads? Leads refer to potential customers who have shown some interest in a company's product or service. A lead could be an individual or an organisation that has expressed interest in learning more about what your company offers and has provided contact information for follow-up.

Once a lead is identified, the information is then entered into Hivelux to track and manage the sales process. This includes recording any interactions with the lead, such as emails, calls, and meetings.

Overview

External Form

We provide external forms that allows you to integrate it with your website, web pages and/or social media. The purpose of an External Leads form is to allow visitors to submit their information and interest directly to you. Once the data has been submitted by the potential client, it will be stored in the Leads section of the system.

Thanks to our customisation tool customers have the freedom to customise their leads form exactly as they would want!

External Form

Internal Form

Internal leads form allows you as the business owner to manually input the lead data. Customers have the ability to configure the internal lead form and which type of data to be collected.

When setting up the leads section you will be able to add/remove Leads Source, Leads Status (with color codes), Assigned Agent, Categories and more.

Internal Form
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