Leads

in breww, 'leads' refer to potential customers that are managed differently from your regular customers the leads section of breww allows you to track the progress of a prospective customer through your sales pipeline adding a lead to add a lead, head to leads > add lead here, you can add the key information surrounding the lead adding the lead will mean that it now displays on the 'lead pipeline' adding a lead via the leads map by selecting view > leads map , a map showing your current leads will be displayed however, you can zoom in to a specific area and click on businesses on the map that could be potential leads this will draw the business details, as well as images, to see if it is the sort of business that you would like to stock your product by selecting create as lead , you can quickly add the business to your leads pipeline this is discussed in further detail here managing your leads pipeline once you have added your leads, you can easily move them between statuses by clicking on them and dragging them into the status you choose alternatively, you can select the edit pencil on the lead to change the status adding your own lead statuses breww has some system set lead statuses, but this can be customised to make your leads pipeline work for you to create or edit your lead statuses, head to leads > settings & tools > lead status settings you can then select add lead status or select the edit pencil on a lead status to edit it you can select via a checkbox whether you would like the status shown in crm reporting and on the leads dashboard/pipeline there is also a checkbox called this is a loss type this should be selected when you are creating a status that you consider to be the end of your outreach to a lead that you now consider lost; by having this checkbox selected, leads that enter this status will need a reason for the loss selected loss reasons you can add a loss reason from the same page by selecting add loss reason you may be losing the lead for various reasons, but some examples here would be 'not looking to change beers available' or 'the pub is tied', for example this will then be displayed when reporting so you know why you have lost the lead any leads that you would like removed/deleted from breww, including those that have been moved to a lead status not shown on the leads dashboard and are considered 'lost', can be removed by heading to leads > view > leads list convert a lead to a customer from your lead pipeline , select view details on the lead click view select the blue convert to customer button this will move the lead out of the leads section and mean they have been converted into a customer convert a customer to a lead if you need to reverse this process open the customer's profile select more actions → convert to lead