IZIFLO

SETTINGS The first stage is to configure the approaches. In the SETTINGS menu, click on Approach and leads management, where you will find current configu...

There are three user rights for leads consultation/management available: Assign leads to sales reps: this allows the assignment or modification of an assi...

You can also integrate leads via an Excel CSV file. This will be helpful if you have a website that cannot be linked to iziflo. In the LEADS menu, click on...

In the LEADS table, you can see the details of each lead. There are four statuses that can be filtered using the STATUS column or the side filters: To as...

MANUAL ASSIGNMENT Assigning a lead to a sales rep is subject to the "Assign leads to sales reps" privilege.  In the LEADS table, in the "As...

If the lead spam, you can report it as spam. Click on the (x) in the Spam column to report a lead as spam. The lead will then disappear from the current vie...

PROCESS A LEAD Once you have assigned a lead, the pencil next to the client’s name will activate. By clicking on it, a window will open and once the sales ...

Once you save the prospect, a deal number will be linked to the lead and can be seen in DEALS. NOTE: All transactions created in this deal will be lin...

You can also monitor all leads activity via the REPORT menu. There are three pre-configured queries: Monitor leads conversion Monitor leads turnover Fo...

This query allows you to see at which stage the lead conversion is and calculation of a conversion rate. You can filter by: Type Source Sales lead stag...