How to manage leads in VOGSY

Capturing and managing leads is the foundation of your future success. Do this correctly, and you can answer these basic questions:

• What sources provide the best leads

• Where to spend your marketing budget for the most bang for the buck

• What actions help to convert leads into opportunities

• When to stop actively pursuing a lead because there is no fit

• What leads you should nurture for potential future opportunities

VOGSY enables you to answer these questions and sets you up for repeatable success!

In VOGSY, you have everything at your fingertips to turn a lead into success!

• A customizable lead funnel – drag and drop leads between stages

• Task management – create reminders to follow up on time

• Email integration to capture key communication

• Google Drive / Microsoft SharePoint integration – manage related documents easily

• VOGSY conversations to collaborate with your colleagues

• The integration with Google Drive and Microsoft SharePoint for easy document management

• A Leads report in the back office – get an overview of lead activity and status

Simply create a person and mark them as a lead by editing the person's record:

• Switch on the lead checkbox

• Select a source

• Select a lead stage and

• Add a description and save the person

VOGSY covers these five core elements of lead nurturing:

1. Monitoring stage progression: The Kanban view in VOGSY's People section is configurable and easy to use. Create your swim lane naming, then drag and drop the lead to the appropriate lead stage.

2. Support outgoing (mass) emails or other campaigns by pulling the People report from VOGSY's back office.

3. Assign tasks to team members to ensure timely follow-up.

4. Track direct email communication using the Outlook or Gmail add-on.

5. Use the built-in "Convert to Opportunity" option to convert leads into opportunities.

Read here about creating opportunities.