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Configuring Lead Gen & CRM Operations

Article: 000050505
Updated: July 26, 2024

New to Lead Gen & CRM and preparing your sales operations and workflows? This article can help get you started.

Lead Gen & CRM is a powerful customer relationship management (CRM) platform. Lead Gen & CRM provides many features, including custom deal stages, an easy-to-understand pipeline, multiple types of CRM reports—and so much more. To get the most out of Lead Gen & CRM, you will need to set it up, configure it, and customize it to best fit your needs.

This article will explore configuring Lead Gen & CRM for your customer relationship management needs.

Article Contents


Users:
Administrators✓ 
Company Managers  
Marketing Managers  
Sales Managers  
Salespersons  
Jr. Salespersons  


Configuring Lead Gen & CRM

Note: Make sure you’ve properly set up your Lead Gen & CRM instance, including, filling out your company profile, inserting the Lead Gen & CRM tracking code into your website, and configuring DKIM and SPF settings.

If you have not yet completed your Lead Gen & CRM setup, read our Setting Up and Configuring Lead Gen & CRM article. To set up and configure the various important features of Lead Gen & CRM, complete each of the following steps:
 

      1. Import contacts.

      2. Configure lead scoring. 

      3. Create or track a sale or pending deal.

      4. Create Accounts.

5. Set up a sales pipeline. 

6. Create search filters to target leads.  

7. Create and assign tasks.

8. Place a sales call.

To get started with marketing content -- including emails, landing pages, and forms -- read Configuring Lead Gen & CRM Marketing Content. 

 

CRM Data Design

Strong sales data comes from fully realized contacts with well-thought-out custom fields and intelligent lead scoring. Sales teams should be able to rely on lead scores to guide them in their customer outreach. 

Organize your sales activity and measure the success of your initiatives from the Opportunities page. 

 

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