Partner Leads

Welcome to the Leads management module in PartnerAssist by CleanDesk AI! This guide will help you navigate the platform to create and manage partner leads efficiently.

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Table of Contents

1. Introduction

2. How to Place an Order (Whatsapp)

3. Accessing the Sales Orders

4. Switching Views & Filters

5. Tips

Introduction

Visitors who show interest or engage with the chat widget or your social media channels (integrated with CleanDesk AI) to ask questions, and who may be future sellers for you, are considered Potential Partners (Leads). All Partner Leads are displayed within the Partner Leads section. The leads are assimilated from all applicable channels, such as CleanDesk chat widget, Whatsapp and social media such as FB Messenger, Instagram and so on.

Accessing the Partner Leads Module

• On the left-hand menu, hover over and click 'PartnerAssist'.

• From the submenu, select 'Leads'.

• The Partner Leads List view will open, displaying all available leads.

• Partner Leads are displayed with 2 tabs above them:

  • Info Tab: This tab shows Leads where they have shared some of their contact information (name, email address or phone number).

  • No Info Tab: This tab displays Leads where they did not provide any specific contact details.

• Clicking on a Partner Lead will display the details of that particular Lead on the right hand side, such as: their photo (if provided), their contact details, their orders, their partners, their relationship officers, and so on. This information may easily be edited at any time, by clicking on the Edit button on the right side of the lead name (when the lead information is displayed) or by clicking Edit Enquiry in the More button next to the lead name in the Partner Lead list on the left hand side. While editing, the Partner Contact form will open, where all the desired fields may be completed or changed. Ensure that the mandatory fields (marked by an asterisk *) are filled in, before clicking the Update button.

Switching Views & Filters

• At the top of the Leads List view on the left, use the Up-Down arrow Button to sort the leads by Name (alphabetically) or Date (by newest or oldest).

• Next to that, locate the Filter Button, which may be used to display leads using various filters such as:

  • Basic Filters: Here you may choose to display Active/Inactive, Primary/ Non-Primary status or Personal/ Business account type.

  • Company Filters: This dropdown filter allows you to choose leads for a specific company. Click on the desired company name in the dropdown list, to use this filter.

  • Relationship Filters: Use this filter to display leads with a specific type of relationship, such as Lead Source (Cold Calls, Content Marketing, Customer Service etc.), Issue Source (CleanDesk, Whatsapp, etc.), Lead Stage (Lead, Prospect, etc.), and Lead Status (New, Contacted, etc.)..

  • Demographic Filters: Filter leads by Gender, Marital Status or Age.

  • Location Filters: Use the location filters (Country, State, City, Post code) to see leads by location.

Use the Reset Filter option in the Filter Button, to revert to displaying all leads on the page.

Next to the filter button, there is a Toggle Button - use this to switch between:

• Table View: Displays leads in a tabular format.

• List View: Displays leads in a more detailed list format.

Creating a New Partner Lead

If a lead is received offline, from a cold call for instance, it may be added manually by using the New Lead button in the following manner:

• First, click on PartnerAssist in the left hand side menu. Then, navigate to Leads and click on it.

• Next, click on the blue New Lead button to add a new lead manually.

• In the form that pops open, start to fill in the lead related details.

• • You can add an image of the customer by clicking on the Upload button and selecting an image file.

  • Partner Lead Code:

  • • Click the Generate Code button for an automatically generated code.

    • Or, enter a custom code manually using your preferred format.

  • Customer Contact Details: Enter the details of the lead, such as their contact details, name and so on.

  • Sales lifecycle information: Two essential fields that must be completed are Lead Lifecycle Stage (e.g., Lead, Prospect) and Lead Lifecycle Status (e.g., New, Contacted). These fields play a critical role in the sales cycle, and maintaining accurate information will provide valuable insights when assessing your customers and leads from a high-level perspective.

  • Company details and Location: Fill in the customer's department and location within the company.

  • Social Media details: The fields at the end are for entering any socail media links for this customer, such as their LinkedIn page or Twitter handle. Although many of these fields are optional, it always helps and creates a more professional outlook for a customer.

• Once you have filled in all the relevant information, click the Add button. Ensure that you complete all the mandatory fields marked by an asterisk (*) before proceeding.

The customer you just added as a Lead would appear on the top of the screen, as a part of the displayed leads.

Tips:

• Double-check all details before submitting the form, especially mandatory fields like Lead Lifecycle Stage and Status. Accurate data helps in tracking leads effectively and improving sales insights.

• If your company follows a structured format, manually enter a custom code for easy identification. Otherwise, use the "Generate Code" button for a quick and automated entry.

• While some fields such as social media links and images are optional, adding them can provide a more comprehensive view of the lead. This helps in building stronger relationships and understanding customer backgrounds better.

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Managing Leads