Leads allow you to track the handling of messages generated on websites and digital social networks. If the media is connected to IZIFLO, when a new message is received, it automatically creates a lead with the contact and message information, which is then processed by a salesperson. Otherwise, leads can be integrated via Excel.
1. Configuration
Approaches
The first step is to create approaches.
In Settings, under Approach and Lead Management, you will find the list of existing approaches. You can create a new approach by clicking “ADD AN APPROACH”.
Select the company and label.
Check the Leads box.
Choose the lead type from the list: FACEBOOK, EMAIL, or WEBSITE.
Next, click “List of lead accounts” to link an account.
Click ADD AN ACCOUNT to connect a new network or page to your approaches.
Define the label, lead type, company, and brand the page or network should be associated with.
Enter the account URL or email.
For Facebook pages: use the URL of the page’s administrator account, not the page itself.
Declare the account to us; we need to grant authorization to access the modules.
Click on the Facebook logo and enter your username and password.
2. Integration via CSV
Leads can be imported via an Excel CSV file. This allows integrating leads that cannot be linked automatically or are received from an external solution.
In the LEADS menu, click the import icon and select Leads. A pop-up window opens.
Download the template and complete it.
The header of the file indicates which fields are mandatory.
Once the file is ready, click SELECT A FILE and locate your file. The import will start.
A message shows the import results and any errors.
3. Viewing and Assigning Leads to Salespeople
Leads are visible in the Leads menu in a summary table.
You can view lead details via the “Detail” icon.
There are five statuses:
To Assign
To Contact
Converted
Spam
Abandonned
You can filter by status using the filter at the top left:
To Process: shows leads To Assign and To Contact.
To Contact: shows leads that have been assigned but not yet processed.
Converted: shows only leads with at least one prospecting record.
Spam: shows leads marked as spam.
Abandonned: show leads abandonned.
3.1. Lead Assignment
Assigning a lead to a salesperson requires the proper privilege.
In the leads table, under the Assign To column, click the cell and select a salesperson from the list.
The lead status changes from To Assign to To Contact.
3.2 Marking as Spam
If a lead is not valid, it can be marked as SPAM using the button on the right :
Once marked as spam, the lead is removed from the main view and can be seen when the Spam filter is activated.
You can also remove a lead from the spam list by clicking the icon.
4. Processing a Lead
4.1 Associating a Lead with a Contact
Click the pencil icon on the lead’s name. A window opens for the salesperson to fill in contact details from the lead.
The first section allows viewing the client’s message.
Complete or modify missing information: Contact Type and Title.
Depending on the source, Email, Phone, First Name, and Last Name may be pre-filled.
If IZIFLO detects a duplicate, a pop-up suggests using the existing contact. A comparison allows selecting which information to keep.
A contact record is created and associated, and the salesperson is directed to the prospecting form.
You can also continue creation by clicking IGNORE.
4.2 Prospecting and Deal Creation
Once the contact record is completed, the user is automatically redirected to the prospecting creation form.
The Approach field is automatically filled and cannot be modified.
By default, the rating stars are set to three and can be adjusted.
The report includes the lead’s message by default. The user can complete prospecting details and specify the desired vehicle.
Saving the prospecting record creates a deal linked to the lead, visible in the DEALS menu.
Within the deal, you can create proformas and purchase orders as usual.
NOTE :
All transactions in this deal are linked to the internet lead. Proformas and purchase orders must be created in this deal for conversion statistics to be calculated. Transactions for the same client in other deals will not count toward lead conversion.
In the LEADS menu, the lead’s status changes to Converted, and the transaction number shows the latest transaction of the deal.
5. Lead Tracking
All lead management activity can be tracked via the reports.
Three preconfigured reports:
Monitor leads conversion
monitor leads turnover
Lead processing follow-up
Results are displayed in a table, with options to create charts or export to Excel.
Each column has filters to refine results.
Monitor leads conversion:
Shows the lead’s stage and calculates a conversion rate.
Filters available: Lead Type, Source, Transformation Stage, Brand, Salesperson, etc.
Monitor leads turnover:
Tracks revenue generated by leads.
Filters: Lead type, brand, or company.
Lead Processing follow-up:
Tracks whether leads were processed, if deadlines were met (configurable per instance), and how many leads are marked as spam or abandonned.
Filters: Status, progress, lead type, or source.
