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Lead Management ​

The Lead Management system in ABC Salesbot provides comprehensive tools for importing, organizing, tracking, and nurturing your leads through their entire customer journey.

Key Features ​

  • Lead Database: Centralized storage for all lead information
  • Bulk Import/Export: Easily add or extract lead data
  • Custom Fields: Create unlimited custom attributes for detailed lead profiles
  • Tagging System: Categorize and segment leads with flexible tags
  • Lead Assignments: Distribute leads to team members
  • Lead Details View: Comprehensive single-lead page
  • Conversation History: Complete record of all interactions
  • Automation Integration: Connect leads to automated workflows
  • AI Agent Assignment: Assign AI agents to handle lead conversations

Managing Your Leads ​

The lead management system is accessible from the "Leads" section in the navigation bar, where you can:

  1. View all leads in a filterable, sortable table
  2. Create new leads manually or import in bulk
  3. Export lead data for external processing
  4. Access detailed individual lead profiles
  5. Track conversation histories and engagement
  6. Assign leads to team members or AI agents

Lead Import Options ​

ABC Salesbot offers multiple ways to add leads to your database:

  • CSV Import: Bulk upload from spreadsheets
  • API Integration: Programmatic lead creation
  • Web Forms: Capture leads directly from your website
  • Manual Entry: Create individual leads from the dashboard
  • Integration Partners: Import from CRMs and other platforms

For detailed instructions on importing leads, see Importing Leads.

Lead Organization ​

Effectively organize your leads with these features:

  • Tags: Create and apply unlimited tags for flexible categorization
  • Source: Track the origin of leads (e.g., email, phone, referral)
  • Custom Fields: Define custom attributes specific to your business
  • Search: Quickly find leads by name, phone, email, or custom field

Lead Details View ​

The Lead Details page provides a comprehensive view of each lead, including:

  • Contact Information: Name, phone, email, and other standard fields
  • Custom Fields: All custom attributes you've defined
  • Assigned Automations: Active and completed automation workflows
  • Tags: All tags applied to the lead
  • Assignment Information: Team member or AI agent responsibility
  • Scheduled Messages: Messages scheduled for delivery to the lead

Best Practices ​

For effective lead management:

  • Standardize Data Entry: Establish consistent practices for lead information
  • Source Information: Track where leads come from (e.g., website, email, referral)
  • Use Custom Fields Strategically: Create fields that support your sales process
  • Develop a Tagging System: Create a structured approach to tagging
  • Regular Database Maintenance: Clean and update lead information periodically
  • Document Your Process: Ensure all team members follow the same workflow

Frequently Asked Questions ​

How many leads can I store in ABC Salesbot? ABC Salesbot allows you to store an unlimited number of leads regardless of your subscription plan. There are no restrictions on lead storage capacity, so you can grow your database as large as your business requires.
Can I import leads with custom fields? Yes, you can import leads with custom fields. First set up your custom fields in the system, then include them in your import file with matching column headers.
How are duplicate leads handled? ABC Salesbot identifies potential duplicates during import based on phone number, email, or other unique identifiers. You can choose to update existing leads, skip duplicates, or create new records. You can also manually merge duplicate leads after import.

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