Lead Management

Leads are an important part of any sales process and Insightly can help you streamline your lead management process. When you get information about someone who might be interested in your products or services, but haven’t yet verified their interest or fit for your business, you can create a lead in Insightly.

You can collect leads from a variety of sources, including your website. With Insightly’s ‘web to lead’ feature you can collect information from a form on your website and a lead will automatically be created in Insightly. Once you’ve determined a lead is qualified, you can convert the lead to create a sales opportunity and Insightly will automatically create a linked contact and organization.

Lead Management Screenshot
  1. Tags: Quickly categorize your leads with tags
  2. About, History, eMail: Quickly see all interaction with the lead in one place
  3. Lead Status: Easily monitor lead status and sales followup
  4. Lead Assignment Rules: Improve the speed and accuracy of your entire sales process by creating custom rules to automatically distribute your leads to your sales team.
  5. Lead Rating: Assign lead ratings so your sales reps know how to prioritize leads
  6. Website/Address: Full contact information and description on the lead record